Reports

Insight Reports

Last Updated: May 31, 2018 at 9:52 am

You can filter the report according to streams and closing date. To have a look on the insight report you can click on Insight Reports on the left side under Reports section. Select the options from drop down menu, select option price or total and it will show automatic report. You can see the report

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Setting up Missed Todos Summary

Last Updated: May 18, 2018 at 2:37 pm

To setup missed todo summary, select Summary Email field under the Reports section on the left bar menu. The page will open, on the page you can see the Missed Todo Summary. Click on the green button that shows +Create Missed Todo Summary. In the popup box, select the option period and user from drop down

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Setting up stream summary

Last Updated: May 18, 2018 at 2:10 pm

To setup stream summary, select Summary Emails field under the Reports section on the left bar menu. The page will open, on the page you can see the stream summary. Click on the green button that shows +Create Stream Summary. In the popup box, select the option period, stream and user from drop down menu. Click on

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Creating Email Summaries

Last Updated: May 18, 2018 at 2:00 pm

You can create multiple email summaries to send daily/weekly/monthly stats of various activities. There are three types of summaries that can be created: Activity Summary: This summary can be created individually for any specific pipeline and user. You can select the time period, streams, users and activity that you want to include in summary. Stream

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User activity report

Last Updated: May 18, 2018 at 12:37 pm

Under this you can have a look on the report of the particular user. You can filter the report according to streams, date range, activity type and user. To have a look on the user activity report you can click on Reports on the left side and click on the User Activity Report. Select the

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Lead Report

Last Updated: May 18, 2018 at 12:34 pm

Under this you can have a look on the report of the particular lead. You can filter the report according to streams, report type, date range, user, product, sources, locations and custom field also. To have a look on the lead report you can click on Lead Report on the left side under Reports section.

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