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Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
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List of Custom Report Widgets Lead Gen & CRM's custom reports are designed to give you all the information you need to determine how your overall sales are progressing. Custom reports are designed around a library of widgets. Last Updated 07/10/24
Using Custom Reports Though Lead Gen & CRM provides different types of sales and CRM reports, you may want to generate reports that show information from many different sources. You can create a customized report that shows only the information that you want. These reports are designed to give you all the information you need to measure your current sales performance—and to forecast performance for the future. Last Updated 07/29/24
Sales Performance Report Overview The Sales Performance report enables you to ensure your sales team is on track to meet key goals by estimating the total and expected value of your pipeline. Last Updated 07/26/24
Sales Reports Overview Lead Gen & CRM provides different types of sales and CRM reports. These reports are designed to give you all the information you need to measure your current sales performance—and to forecast performance for the future. Last Updated 04/25/24
Conversion Analysis Report Overview The Conversion Analysis report shows the current stage of every opportunity created during a specified date range. This report is useful for showing the quality of the opportunities you have created and the conversion rates of your sales staff. Last Updated 07/26/24
Saving and Scheduling Reports Reports can be sent by email to Lead Gen & CRM users. Create reports and send them immediately or schedule them in advance. Once saved, reports can be scheduled from the report page or from the Saved and Scheduled Reports page. Last Updated 07/19/24
Opportunity Health Report Overview The Sales Pipeline provides a comprehensive set of features that facilitate, track, and otherwise allow you to oversee the various steps in securing sales. Monitor pipeline performance with the Opportunity Health Report. Last Updated 07/26/24
Won/Lost Report Overview The Sales Pipeline provides a comprehensive set of features that facilitate, track, and otherwise allow you to oversee the various steps in securing sales. The Won/Lost report provides information at a glance on opportunities that are open, considered won, considered lost, and archived. Last Updated 07/26/24
Pipeline Value Report Overview The Pipeline Value report is a sales report that shows all of the opportunities that are expected to close within a certain time period. Filter this data as needed by date, pipeline, sales representative, product, campaigns, and more. Last Updated 07/10/24
Sales Dialer Activity Report Overview With the Sales Dialer, you can place, record, transcribe, and analyze outbound calls—all from within Lead Gen & CRM. View activity data through the sales dialer including the representative making calls and how much time has been spent communicating with contacts. Last Updated 07/26/24
