To access the Reporting Module, click on 'Reporting' at the top right of your screen.
With permission you will see either Company, Branch or Salesperson tabs to the top left.
We are looking for Branch reporting for this report.
Click on the CRM tab to the left and you will see all of the CRM reports you have access to
This report allows you to track enquiry movement through the sales pipelines.
If you have a different sales pipeline for Person and Organisation we suggest using the toggle to the right to switch between them. If your sales pipeline is the same for both please use BOTH. You can hide archived leads and Export to a CSV.
Just like the Source of Lead reports you can filter dates and Branch if you belong to more than one Branch.
You can search/filter by Client, Enquiry, Project if applicable and by Salesperson. As this is quite a wide report with many columns it may be easier to read this report as a downloaded CSV.
