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Is there a way to generate reports on sales or anything like that??
Is there a way to generate reports on sales or anything like that??
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You can get sales reports by going to the Leads tab and creating a Customer Report. With a customer report you can set up date and lead status filters:
Once you have the dates and status filter set click Customize Reports at the bottom of the page a window will appear giving you the option to pick columns for a report. Here are some that are available for payments and sales:
There are a lot of other columns to help get all the info you need. Then click view in the custom report box. You can also save this report and view it anytime from the leads page. Let us know if you have any questions.
You can get sales reports by going to the Leads tab and creating a Customer Report. With a customer report you can set up date and lead status filters:
Once you have the dates and status filter set click Customize Reports at the bottom of the page a window will appear giving you the option to pick columns for a report. Here are some that are available for payments and sales:
There are a lot of other columns to help get all the info you need. Then click view in the custom report box. You can also save this report and view it anytime from the leads page. Let us know if you have any questions.
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