CRM Reporting

To view your leads by status make sure that you have the button selected that says → By Lead Status

Aggregating Data

• You can choose how you would like to see your data.
• Daily - Will give you information put together by days. You can follow this format to view data in different ways.

You can also pick from weekly, monthly, and yearly

Filter by Sales Person

• To get a more detailed view by salesperson select the person you would like to view. In the below report, you can see that Nick has a lot of work he needs to do, 97 percent of his customers have not been contacted.

• If needed you can narrow down the data by status.

Lead By Sales Person

• To view your leads by each sales person make sure to click → By Sales Person

Comparing Lead Traffic By Sales Person

• If you would like to compare two salespeople you can select them in the Segment By field.
• The pie chart to the right will show the percentage of leads assigned by a salesperson.

Exporting CRM Data

• To view your data in excel, click Download CSV

If you would like to learn more about the CRM, please make sure to check out the following articles:

CRM Training pt 1

CRM Training pt 2

CRM Training pt 3