Sales Update Summary

The Sales Update Summary Report is located under the CRM main tab. 

Navigate to CRM, then Sales Update Summary to access the report.

Overview

The Sales Update Summary Report is ideal for internal sales update meetings, team check-ins, and quick status reviews across multiple enquiries/clients. It enables the entire team to view and discuss the latest notes in a clear, easy-to-use format. With the most recent Client notes and/or Enquiry notes as the key focus. 

Tips for Use

• Regularly update notes to keep information current for all users
• Use clear, concise language in notes for team visibility 
• Ensure to tag notes so they are easy to filter
• Check this report before meetings to stay up to date

Report Layout

The Report is organised first by Client Name, then by Enquiry  Reference, Sales Person, Sales Pipeline, Sales Priority, Date last contacted, Client Notes and Enquiry Notes. 

Search and Filters
Use the search function to find Enquiry reference, Client Name, email and phone. 

Use the filters to refine results by:

• Salesperson
• Enquiry Reference
• Sales Pipeline
• Priority
• Client Type 
• Note Tag

You can sort the Last Contacted column from oldest to newest or in reverse using the little arrow beside the header. 

Add New Notes
Use the handy + Client Note or + Enquiry Note button to add a note directly from the report.

Or click the Show older button to read all Notes for a full history. 

Export to CSV
Export the report using the CSV export button located at the top right.