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CRM Reports 10

• Branch Reporting - CRM - Source of Lead
• Branch Reporting - CRM - Enquiry Pipeline Changes
• Branch Reporting - CRM - New Enquiries
• Branch Reporting - CRM - Won Enquiries
• Branch Reporting - CRM - Lost Enquiries

View all 10

Project Reports 5

• Branch Reporting - Projects - Projects Won
• Branch Reporting - Projects - Contract Price Change
• Branch Reporting - Projects - Key Task Report
• Branch Reporting - Projects - Build Type Changes
• Branch Reporting - Projects - Job Summary

Financial Reports 11

• Client Invoice Reports
• Cost to Complete Branch Report
• Quote Request Report
• Quote/Variation Quote Report
• Purchase Order Report

View all 11