Sales Phase Reporting

Your company may use the loaded Sales Phases appearing in the grid below to track the proposal status for an event. 

To see reporting:

1. Go to Sales & Marketing in the left side panel.
2. Click on Customer (CRM).
3. Click Reports in the navigation bar.
4. Click Sales Phase Reporting.
   
   

5. On “Event Date From” and “To”, select the dates of the report to view. 

    

   

6. Click on Refresh.

   
   
7. Click on the drop-down “Select Reports...” and select the report you want to view. 
   
   

8. Click on the Check boxes to select the report or reports you want to export. 

    

   

9. Click Print to and select how you want to view the report.