Sales CRM Reports

Reports –> Sales CRM –> Prospect/Guest Analysis

• Defaults to list of All active guests/ Prospects
  • Best Practice: Custom Query – Set Current sales stage to focus on prospects that are ready to close, recall information from people that were at one time interested in your services for marketing.

Reports -> CRM -> Prospect/ Guest Management

• Track the in & out bound conversations of your sales team

Reports –> Sales CRM -> Probability Analysis

• View the Sales probability of your clients converting. Each Member profile has the ability add a probability under the users’ Miscellaneous field.

Reports –> Sales CRM -> Prospects/ Guests Expected to Purchase

• View prospects/ Guests that are expected to close within the query’s settings

Reports -> Sales CRM -> Prospects/ Guests Never Contacted

• Easily locate Prospects or guests that have never been contacted.

Reports -> Sales CRM -> Sales Summary Report

-With 1 click you can create a PDF that shows you team their overall preparedness & effectiveness.