Telesales companies work on behalf of many businesses and this is an ideal example of how they can track all the work carried out for ALL their clients in a month as well as filter down to see just one clients work and pull off a report to send out to the client.
There are various ways to access the pipeline report:
1. We can set the report to display in real-time on-screen
2. Automatically email out a copy of the pipeline report ie. weekly, monthly in pdf, csv or excel format
3. Option buttons to pull off as pdf, csv or excel format inside the CRM account or print to PDF.
4. Search on Date range or just by Weekly, Monthly or Yearly – you decide what you prefer.
Please Note: We can quote for excel format too if required.
To find out more please contact our Support Helpdesk.