CRM04 — Leader by Rep
Operational Reports > Customer Relationship Management
What is in this report?
crm04Detailed list of leads entered, lost, or won for selected reps and lead sources, sorted by stage within rep.
How do I use it?
FiltersSelectively remove data from view. include:
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Rep — select one or more reps
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Source — select one or more leads sources
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Status — select the leads status
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Account Number — enter an account number or account number range
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Stage — select one or more lead stages
What can I do in the report?
Right-click any of the drill-down links and select Open link in new tab to viewA set of data connected to a cube, deliberately laid out to communicate business information. the data in pxiPronto Xi.