Verwenden Sie Octoboard-Vorlagen, um automatisierte Berichte an Ihre Kunden zu senden und Online-Marketing- und Business-Performance-Dashboards zu erstellen.
Leads - As a general guideline, use Leads to store and track "untouched" people and/or companies. A good example of how Leads are typically used is to capture the interest of a prospect, like someone who comes to your website for information or someone that you met at a trade show. In this scenario an individual may appear in the system as multiple leads if that individual requested information from your website and spoke with someone at a tradeshow.
DIESE METRIK VERWENDEN
KONVERTIERTE LEADS
Number of converted leads over time.
DIESE METRIK VERWENDEN
LEAD-BESITZER
Leads owners ranked by number of leads.
DIESE METRIK VERWENDEN
OFFENE DEALS
Total number of open opportunities in the system.
DIESE METRIK VERWENDEN
DEALS GEWONNEN UND VERLOREN
Won and lost opportunities tracked over time.
DIESE METRIK VERWENDEN
DIE BESTEN OFFENEN DEALS
Top open opportunities ranked by size.
DIESE METRIK VERWENDEN
NEUESTE ABGESCHLOSSENE DEALS
Last won opportunities (latest at the top).
DIESE METRIK VERWENDEN
Kunden, die "Salesforce Deals and Leads" benutzen, haben auch diese Berichte installiert
Analytics- und Datenexportfunktionen, die separat berechnet werden. Verwenden Sie die AUSWÄHLEN-Schaltflächen, um sie Ihrem Abonnement hinzuzufügen.
ECOMMERCE SUITE
Real-time online sales and SaaS subscription analytics