U kunt Octoboard-templates gebruiken om automatisch rapporten te verzenden aan uw klanten en dashboards voor online marketing en businessperformance te bouwen.
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.
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GECONVERTEERDE LEADS
Number of converted leads over time.
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LEADEIGENAARS
Leads owners ranked by number of leads.
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OPEN DEALS
Total number of open opportunities in the system.
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GEREALISSERDE/NIET-GEREALISEERDE DEALS
Won and lost opportunities tracked over time.
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BESTE OPEN DEALS
Top open opportunities ranked by size.
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LAATSTE AFGESLOTEN DEALS
Last won opportunities (latest at the top).
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Klanten die "Salesforce Deals and Leads" gebruiken, installeerden ook deze rapporten