Difference between revisions of "Marketing Reports"
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| − | == Overview == | + | == Overview == |
| + | |||
| + | Selecting the Marketing Reports icon will open the Report Selector menu displaying the list of Marketing related reports. | ||
| + | |||
| + | '''How to Use Marketing Reports''' | ||
| + | |||
| + | Select [[Marketing]] tab '''Marketing Reports Detail''' | ||
| + | |||
| + | *'''Feedback Report''' - List of Feedback Notes for Leads and Prospects | ||
| + | *[[Leads]] - List of Leads | ||
| + | *[[Marketing Action List]] | ||
| + | *- The Marketing Action List is a list of all actions recorded against any Lead | ||
| + | *[[Marketing Contact List]]<LinkId=175> - Use this list to view all marketing contacts | ||
| + | *[[Marketing Ratio Report]]<LinkId=1200> - List of calls with ratios of different actions | ||
| + | *'''Quote Status Report''' - List of Quotes showing the Quote Status | ||
| + | *'''Raw Marketing Contact List''' - List of unfiltered Marketing Contacts | ||
| + | *[[Sales Pipeline Report]] - summary activity by the Quote/Lead Status<LinkId=1237> of each Lead or Quote. | ||
| + | *[[Sales Ratios Report]] - Report of sales ratios by employee | ||
| + | *'''Sales Reward Points''' - List of customers with reward points accrued | ||
| + | *[[Source List]] - List of contact sources available | ||
| + | *[[Telemarketing List]] - List of all telemarketing calls made | ||
Latest revision as of 13:48, 2 March 2011
Overview
Selecting the Marketing Reports icon will open the Report Selector menu displaying the list of Marketing related reports.
How to Use Marketing Reports
Select Marketing tab Marketing Reports Detail
- Feedback Report - List of Feedback Notes for Leads and Prospects
- Leads - List of Leads
- Marketing Action List
- - The Marketing Action List is a list of all actions recorded against any Lead
- Marketing Contact List<LinkId=175> - Use this list to view all marketing contacts
- Marketing Ratio Report<LinkId=1200> - List of calls with ratios of different actions
- Quote Status Report - List of Quotes showing the Quote Status
- Raw Marketing Contact List - List of unfiltered Marketing Contacts
- Sales Pipeline Report - summary activity by the Quote/Lead Status<LinkId=1237> of each Lead or Quote.
- Sales Ratios Report - Report of sales ratios by employee
- Sales Reward Points - List of customers with reward points accrued
- Source List - List of contact sources available
- Telemarketing List - List of all telemarketing calls made
