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Account and Contact Reports

There are ten reports available under the Account and Contact Reports.

 

Total Activities Per Client In Data Range – gives a list of all the accounts with a count of total activities as per the filter criteria
Accounts Not Contacted Since Date – gives a list of all the accounts not contacted since selected date, with the selected fields as per the filter criteria

Accounts With No Opportunity – gives a list of all the accounts with no opportunity, with the selected fields as per the filter criteria

Accounts With No Sales This Year To Date – gives a list of all the accounts with no sales to date in the current financial year to date, with the selected fields as per the filter criteria

Pricing For Individual Accounts – gives a list of all products along with its details for the selected accounts, as per the filter criteria

Opportunity Won/Lost Within Date Range – gives a list of all the opportunities won/lost within the selected date range

Opportunity Report – gives a list of all open opportunities

Opportunity By Product – gives a list of all open opportunities corresponding to a product

Contact Report – gives a list of all contacts

Stuck Opportunity – gives a list of all opportunities that have not been won/lost within a selected date range

Updated on May 21, 2018

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