What are Sales Insights?
With Sales Insights, you will have all the updates about your sales team at your fingertips. It gives you reports about your sales team’s activities, performance, and deals in the pipeline, along with a comparison of their work status and goals.
If you are a sales manager and have users reporting to you, then Sales Insights displays data of all your reportees. To check a user’s ‘Reports To’, go to Settings > Users. To check your Reports To, go to Preferences.
© Copyright 2021 Vtiger. All rights reserved.