Overview

Sales Pipeline

Sales Pipeline - What information is available on the Sales Pipeline Report?

So your 'Sales Pipeline Report' will show all the follow ups, quotes, quote values, appointments, sales orders etc, against those 'Leads'. Who the rep was dealing with them and the date this all happened. This 'Sales Pipeline Report can be located from the 'Marketing' module or by going into your reports and selecting 'Marketing' and then 'Sales Pipeline Report.