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Reports
CRM Reports
Various reports are available and can either be viewed, printed or exported to word or excel. From the docking station please select the "Reports" icon.
Reports are devided under grouped headings, and each report has a short description of what its purpose is.
Most of the reports can be viewed in the following formats.
· Individual - This is information displayed for the sales person that is logged in.
· Grouped - This is information displayed for everybody in the company or per team
The following search screen will be shown before each of the reports can be viewed. Use the filter section to display the relevant information for your date period and associated filter option.
The following filter parameters are available for most reports:
· Date range
· Temperature associated with opportunities
· Select team
· Select to display accepted deals/quotes or not
Use the top section of the report when displayed to navigate through pages or you can export into various formats.
