Applies To
-
Weekly Digest
Answer
The Weekly Digest email will include a summary of the top 5 performing team members' calls and emails for the week. The team members in this email are not pulled from your actual Teams field, since users can be a part of multiple/many teams, and are pulled from your Governance Role field. The Weekly Digest email shows the Emails and Calls summary of your subordinates. The subordinates are referenced based on the user's assigned Governance Role and their hierarchy in the role to you.
- Example: Southeast Region Manager > Southeast SDR
- The SDR reports to the Manager, therefore the SDR is subordinate to the Manager role based on the hierarchy in the Governance Roles. Any user that has the Southeast Region Manager governance role will see any user with the Southeast SDR role in their weekly digest email.