Creating Management “Reports” using Views

Sales Managers using Open Leads can create Management “Reports” using the filtering and view tools. Because users can filter their lead list by any field in the system, including Users and elements in the Sales Pipeline, plus date range and save these as views, creating views to show all closed sales, pending sales, sales by salesperson, etc. are quick and easy.

For example, to create a View to show closed sales this month – go to your Lead List, and selct “Add Filters.” For the first filter, select “Status/Pipeline” and then select “Closed Won.” This will show you all of your closed sales. By simply adding a field for “Date Sold,” you can then add a filter so that the results will show all closed leads for a period of time, such as the current week or month.

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