CRM ReportsEnglishالعربيةfrançaisTagalogहिन्दी

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Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List Mail Merge Mail Merge History Marketing Ratios Report Prospect Prospect List Reward Points Reward Points Due To Expire Sales Ratios Report Source Source List Sales Pipeline

Overview

Selecting the CRM Reports icon will open the Report Selector menu displaying the list of CRM related reports including but not limited to those in the CRM tab.

How to Use CRM Reports

• Select CRM
• Select CRM Reports

CRM Reports Detail

• Canvasser List- List of Employees created as Canvassers
• Feedback Report - List of customers on Support List with Feedback notes
• Global List- List of all entities in ERP from Employees to customers and suppliers and marketing
• Marketing_Ratios_Report - List of calls with ratios of different resulting actions
• Loyalty Program List

Phone Contact/Follow Up List

• Prospect List
• Sales Ratios Report - Report of sales ratios by employee
• Source_List