FAQs

8. The Reports tab provides you with pre-designed reports. All you need to do is:31 Jan

1.       Specify Report Type

2.       Determine if you would like a Bar, Line, or Pie chart

3.       Select the Period or Start – End Date

4.       Select the Run Report button or Print Button

The sales report will be generated from the data within Opportunities. You may also run several other sales pipeline and contact reports.  Another nice feature is you can Email or Print the reports.

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The Sales Corner

The Sales Corner makes your life easier – saving you time, money, and effort to acquire products and services you may need to become more successful and productive.

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