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sagar shelar

Where can I check the CRM daily report? It should include details such as how many leads were closed today, how many products were sold, and how many meetings were conducted with clients. This information needs to be presented in a PDF report.

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Mazahir Akolawala (maz)
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Hi Sagar,

Here are the steps to access leads, meetings, and sales data in the CRM & Sales app:
Leads and Meetings:
a) Meetings Data:

  • Open the CRM app.
  • Click on the 'Reporting' button at the top.
  • Select the 'Activities' button to view reports on calls and meetings.

b) Leads Data:

  • Open the CRM app.
  • Click on 'Reporting'.
  • Select 'Pipeline' to view different stages of leads.
  • Use the 'Group-By' feature to see creation, closing, and expected closing dates.

Sales Data:

  • Open the Sales app.
  • Click on the 'Reporting' button.
  • Select the 'Sales' button to view breakdowns by product using the available measures and views.


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