CRM Reports
The CRM reporting gives you a detailed overview of the sales cycle, allowing you to track Leads, Opportunities, and Companies. In this guide, we will learn how to generate a report with an example:
Steps to generate companies by industry report:
This report categorizes companies based on various industries defined in your account, such as FMCG, Electronics, Automobile, etc. To know more about other reports visit Introduction to Reports
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Visit the reporting section by clicking on the top right profile picture and selecting reports or by clicking here
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Under the CRM reports section, select companies by industry.
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Select the required fields on the next page as listed below:
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Users: Any specific users or all users including inactive users can be selected.
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Added: Once this field is selected a drop-down menu opens allowing you to select from the available date ranges or a custom date range can be selected.
5. Once the fields are selected, click on generate.
