User Manual

Sales Management

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:

  1. Contacts - list customers that have been contacted (based on the to update of the customer file).
  2. Changed statuses - number of customers' statuses that have been changed.
  3. Invoices - invoices that have been created.

Demo video