CRM Reports

Branch Reporting - CRM - Source of Lead
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 4:48 PM
Branch Reporting - CRM - Enquiry Pipeline Changes
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 4:50 PM
Branch Reporting - CRM - New Enquiries
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 4:58 PM
Branch Reporting - CRM - Won Enquiries
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 9:26 PM
Branch Reporting - CRM - Lost Enquiries
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 5:16 PM
REPORTING - CRM - Salespeople Enquiries
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 5:19 PM
Branch Reporting - CRM - Client Search
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 5:40 PM
REPORTING - CRM - Forecast
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 5:19 PM
Branch Reporting - CRM -Custom Sales Forecast
To access the Reporting Module, click on 'Reporting' at the top right of your screen.  With permission you will see either Company, Branch or Sales...
Wed, 30 Jul, 2025 at 5:50 PM
CRM - Setting Your Salesperson Forecast for the Financial Year
You can set your Sales Forecast, by Salesperson, with the required permissions. To Set Your Salesperson Forecast From your profile drop-down, ...
Fri, 1 Aug, 2025 at 2:27 PM