Difference between revisions of "Sales Pipeline"
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[[Sales Pipeline]] | [[Sales Pipeline]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| + | |||
| + | '''The Sales Pipeline Report''' is located via the ''''Sales Pipeline'''' button located on the Marketing tab, also on the '''CRM''' tab. It is also found in the Report Selector under the Marketing radio button. | ||
| + | |||
| + | The Sales Pipeline Report can be viewed in Summary or by Details. The same number of columns are available under both options, however the data viewed under the Details option, lists all the 'Action' entries for each lead. | ||
| + | |||
| + | The following information is available by date range selection in the Sales Pipeline Report:- | ||
| + | |||
| + | *'''Quote/Lead Status''' (the Status list is created by the Users and selected within the Lead form) | ||
| + | *'''Action '''(any Action allocated to a Lead, e.g. Follow-up; Appointment; Quote; Invalid Number etc.) | ||
| + | *'''Company''' (the Company Name) | ||
| + | *'''Date''' (the Date of the 'Action') | ||
| + | *'''Rep''' (the Rep performing the 'Action') | ||
| + | *'''Notes''' (notes entered against each 'Action') | ||
| + | *'''Lead Count '''(number of Leads converted) | ||
| + | *'''Quote Value''' (total value of each Quote) | ||
Latest revision as of 14:27, 23 June 2011
Overview
The Sales Pipeline Report is located via the 'Sales Pipeline' button located on the Marketing tab, also on the CRM tab. It is also found in the Report Selector under the Marketing radio button.
The Sales Pipeline Report can be viewed in Summary or by Details. The same number of columns are available under both options, however the data viewed under the Details option, lists all the 'Action' entries for each lead.
The following information is available by date range selection in the Sales Pipeline Report:-
- Quote/Lead Status (the Status list is created by the Users and selected within the Lead form)
- Action (any Action allocated to a Lead, e.g. Follow-up; Appointment; Quote; Invalid Number etc.)
- Company (the Company Name)
- Date (the Date of the 'Action')
- Rep (the Rep performing the 'Action')
- Notes (notes entered against each 'Action')
- Lead Count (number of Leads converted)
- Quote Value (total value of each Quote)
