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  1. Intelligent Mobile Support
  2. SALES MANAGEMENT TOOLS: Identify Best Practices

SALES MANAGEMENT TOOLS: Identify Best Practices

Analyze your data and export reports.

MANAGERS IDENTIFY BEST PRACTICES

  • Sales Management Tools - Scheduled Sales Calls Tab - Identify Best Practices (video)
  • Sales Management Tools Overview (video)
  • How Do I Create a Sales Report?

EXPORT REPORTS

  • Sales Management Tools - Reports Tab - Back Office Report Exports (video)
  • Valid, Win and Sold Defined
  • How Do I Generate a Lead Source Report?
  • How Do I Export Sales Builder Pro Customer List?
  • Missing Customer Number on the Win/Loss Report
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