Sales Report Layouts

Basic Source Report example
Basic Source Report Tracking number of brochures sent, leads, quotes and sales generated.   We can set up Filters for you: 1. Filter Date Time line...
Fri, 27 Nov, 2020 at 3:51 AM
Call Activity report - ideal for call centres, help desk and telesales teams
If you are looking to track your sales team, help-desk or telesales/call centre then the CRM system can pull out those important statistics for you. Her...
Fri, 27 Nov, 2020 at 3:52 AM
Setting up a customised sales pipeline report
Why set up a Sales Activity Report?   To help businesses manage their sales leads more efficiently they use Sales Pipeline tracking.   The CRM system ...
Fri, 27 Nov, 2020 at 3:52 AM