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 is a great visual report which allows you to track all your enquiries by pipeline and priority.
This report will help you see where your enquiries are at at a specific point in time.
This report shows all new enquiries within the above date range. If the enquiry has changed priority or pipeline in this date range you will need to view the Enquiry Pipeline Changes Report.
You are able to export this report in case you want to create a targeted CSV. If no filters are chosen then all the headings will be exported as a CSV . You can filter by Client | Enquiry | Project | Source of Lead | Source of Lead Type | Sales Pipeline | Sub Sales Pipeline | Priority | Line of Business | Interested in and last but not least by Salesperson.
As this is quite a wide report with many columns it may be easier to read this report as a downloaded CSV, or reduce the report columns in your download by using your filters and filtering out the information you don't require.
