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Category: Reports


Upon selecting [Reports] from the left menu, Reports page appears

There are two types of Reports are generated

CRM Performance Reports

They provide you with information on how your CRM is preforming including:

  • How your CRM is divided by Number of Leads, Prospects, Opportunities and Accounts
  • The source of your leads
  • And the demographic information including location

Conversion reports

Provides you with information on the changes or conversations within your CRM

  • Number of [Leads to Prospects, Prospects to Opportunity, Opportunity to Account] conversion
  • Location