FAQs in this section
What are Sales Insights?
What are the different reports in Sales Insights?
What are Activity Reports?
What are Pipeline Performance reports?
What are Sales Results reports?
What are Sales Process reports?
Where can I see my sales charts and graphs?
What are the Pipeline Values?
What actions can I perform on a sales chart?

Where can I find Sales insights?

Follow these steps to access the Sales Insights:
  1. Log in to your CRM account.
  2. Click Main Menu.
  3. Go to Sales.
  4. Click Sales Insights.
You can now see insights in the form of charts, graphs, and tabular reports.
To learn more about sales insights, click here.
 
 
 
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