CRM Reports

Branch Reporting - CRM - Source of Lead
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:34 PM
Branch Reporting - CRM - Enquiry Pipeline Changes
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:34 PM
Branch Reporting - CRM - New Enquiries
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:35 PM
Branch Reporting - CRM - Won Enquiries
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:40 PM
Branch Reporting - CRM - Lost Enquiries
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:35 PM
REPORTING - CRM - Salespeople Enquiries
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:35 PM
Branch Reporting - CRM - Client Search
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:36 PM
Branch Reporting - CRM - Forecast
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:38 PM
Branch Reporting - CRM -Custom Sales Forecast
Accessing the Reporting Module To begin: Click on ‘Reporting’ at the top-right of your Rave screen. Depending on your permission level, you will see ...
Mon, 18 Aug, 2025 at 12:38 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