Video 2.37: How to work effectively with leads
The easiest way to get an understanding of how your salespeople perform is to use the Report Center, where you will be able to see their performance across 4 key parameters, being Order, Pipeline, Activity and Appointment
Step 1. Navigate to the Insights tab
- Go to the Report Center and choose your parameter of interest
Step 2. Choose if you want to to see it per User, Company, Campaign et cetera
- Use the filter on the right hand side to break down the numbers
The Report Center can help you estimate how likely it is that your salespeople will reach their quota.
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