Sales Management

The CRM -> Sales management section shows reports about sales staff performance per period. It can be used to calculate staff commissions.

• The reports can be selected from the drop-down menu.
• The user can be reported from the drop-down menu.
• The period of a report can be custom-defined or selected from pre-defined options.
• Reports can be saved in PDF or CSV.

There are three reports:

1. Contacts - list customers that have been contacted (based on the updates of the customer records).
2. Changed statuses - number of customers' statuses that have been changed.
3. Invoices - invoices that have been created.

Demo video