New Custom Report Features
Users can now add the following additional fields to a custom report.
Users can now create custom reports that support charting on the following fields:
Lead status, Sales Stage, Forecast Date, Probability, Initial Status, Campaign, Lead Source, Marketing Mix, Group, Partner and Special Interest 1-6.
From the chart report, the user enters the name of the chart, selects the type of chart and the field to chart
Do you want any fields to be display a total?
Then display the chart.
You can save it to the dashboard of the info center by clicking on the ‘save to dashboard’ button.
A wide variety of reports are available:
- Lead Nurturing
- Sales Forecasting
- ROI Analysis
- Email Marketing
- Lead Analytics
- CRM Analytics
- Activity Tracking
- And Many More
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