Related Parties Report

This report shows the customers and all the contacts involved with this customer. It uses the date contacts were assigned to the customer.

Customer List

This report generates a list of customers. It uses the customer Create Date field to select customers for the report.

Customer Profile

This report shows the information of the customer currently displayed. It does not use a date range to select people. However, you can edit and preview the report.

Lead Summary

This report uses the Lead Source field on the Customer Marketing screen to summarize where your leads that closed are originating. It uses the Customer Close Date to select customers.

Lead Management Report – Summarizes all sales activities, such as calls made and received, email and letters sent, sales cycle and conversion rate.

Lead Detail Report – Shows all sales activities by lead, such as calls made and received, email and letters sent, interviews conducted, and tasks and appointments.

Lead Stage and Call Report – Summarizes leads by sales stage and call results.

Forecast Report – Shows all leads on the forecast, including confidence level, sale value, notes and telephone numbers for follow up calls.