New Custom Report Features

Users can now add the following additional fields to a custom report.

LeadMaster Custom Report Field Selection

LeadMaster Custom Report Field Selection

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.

Select the fields you want in the report.

Select the fields you want in the report.

From the chart report, the user enters the name of the chart, selects the type of chart and the field to chart

The user-defined fields are selected=

Do you want any fields to be display a total?

Select the field(s) to total.

Select the field(s) to total.

Then display the chart.

There are a variety of charts to choose from.

There are a variety of charts to choose from.

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:

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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One Comment on “New Custom Report Features”


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