Sales Team Reports

You can monitor day to day sales team activity through the Call History Summary or Call Log reports ( CRM > Reports > Sales .) Call History Summary The call history summary report  lists the number of phone call tasks that an individu...

There are several Sales Reports ( CRM > Reports > Sales )  that will help you evaluate sales rep effectiveness by individual or  team. You can use these reports to educate and strengthen your sales  team and see who is best at i...

There are several sales reports (CRM > Reports > Sales) that will help you see how much revenue your direct sales team has generated and forecast future revenue. The revenue reports are based on the value of the product interests recorded in o...

There are several Sales Reports ( CRM > Reports > Sales )  that will help you evaluate the flow of incoming leads and their  movement through your sales pipeline. You can use these reports to work  with marketing to manage and i...

Tracking the reasons prospects do or do not buy from you will help you refine your sales and marketing strategy. It will enable you to proactively address common objections (loss reasons) and reinforce your strengths (win reasons) throughout the lea...

The call history summary report lists the number of phone call notes that an individual sales rep or a sales team has completed within a specific period of time. If you use this report, your reps should schedule calls by creating notes, in addition...

The call log report produces a detailed list of note records that an Individual sales rep or a sales team has completed within a specific period of time. If you use this report, your reps should schedule calls by creating notes. Go to CRM > Re...