ProspectSoft

Add the Delivery Date field to Sales Transactions Report for a particular Company/Account.

Adding Delivery Date to Sales Transactions

Learn how to add a Report to a CRM record layout using the customiser tool.

This article outlines how to display the delivery name and address to Sales reports.

Include your Margin Value and Margin % to a Sales Transaction Report to enhance your sales reporting.

View the different Price Lists/Tiers for your products without needing access your integrated Inventory Management/Accounting/ERP System.

Using collection filtering effectively to filter down your CRM data.

Identify exactly which customers bought one of your products and not another using our standard Sales Report in Prospect!

How to view your own recent CRM Activity, or recent activity by team member as a Manager.

How to delete reports within the CRM, including My Reports & Shared Reports.

Save time by performing bulk updates from a CRM Report - useful when bulk-assigning Account Managers, Industries, Priorities etc.

Learn how to organise and sort your Reports more efficiently.

This article outlines how to export information from the CRM to Excel.

This article will detail the process of saving a Report from the CRM to Excel.

This article outlines how to create a data set within the CRM & the benefits of using data sets when analysing your CRM data.

These articles will help you get the most out the Report Builder and show you different ways to sort, filter and analyse your data.