How to Send Daily Digest/Company's Performance Digest Email to All Users (New Vers.)

Want your team to stay informed about your company’s sales more efficiently? The Daily Digest can now be delivered via email to all employees and not just the boss! This digest provides a basic overview of your company’s finances, including Available and Overdue Cash, Cash on Hand, Cash in Bank, Sales, Spendings, and more. 

There’s also an option to remind your Sales team of their targets, called the Sales Target Daily Digest. This digest highlights the monthly target, the amount achieved, and how much more is needed to reach the goal.

1. Click on My Users

2. Click on Edit or Add New

3. If you choose Sales as the User Permission

4. Enable 'Subscribe to Performance Digest' so they will receive a Daily Digest if you choose to send one out

5. If you select another user permission, you can enable 'Subscribe to Sales Target Email' so they will receive the Sales Target email if you choose to send one out.

6. Click on Save

7. To edit your email preferences, click on Settings

8. Click on Email

9. Set your Email Preferences here