The CRM -> Sales management section shows reports about the performance of sales staff per period.
- The reports can be selected from the drop-down menu.
- The user can be reported from the drop-down menu.
- The period of a report can be custom defined or selected from pre-defined options.
- Reports can be saved in PDF or CSV.
There are three reports:
- Contacts - list customers that have been contacted (based on the to update of the customer file).
- Changed statuses - number of customers' statuses that have been changed.
- Invoices - invoices that have been created.