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Reports & Analytics

Reports & Analytics

Reports & Analytics

Reporting features, metric definitions, use case scenarios

Getting Started

How to add a Contact ?
How to add Pipeline and Pipestages?
How to add Single and Multiple Users?
How to create an account in SalesTown CRM ?
How to Edit and Delete a Person in Contact?
How to Edit, Delete and duplicate a Pipeline and its Pipestages?
How to edit and Delete Organizations in Contact ?
How to Login to SalesTown CRM?
How to manage User Permission?

Leads

How to add a follower to a lead?
How to add a Lead via Organization and Person ?
How to add a Lead?
How to change the owner of a lead or Assign Leads to a User ?
How to change the stage of a Lead ?
How to Duplicate a lead?
How to Edit or Delete a Lead in SalesTown CRM?
How to manage the Lead Tags?
How to Mark a Lead as Won or Lost?
How to move Leads from one pipeline to another?

Activity

How to Add activity on Seeding (Prospect) and Farming?
How to add an activity against a lead?
How to add an activity against a Organization?
How to add an activity against a Person?
How to Check overdue activities with other filters?
How to check the activity from the Calendar?
How to mark an activity done?

Integration

How to connect Gmail account with SMTP/IMAP in SalesTown?

Automation

How Conditional Stage change works in SalesTown CRM?
How to add Lead Stage change automation in SalesTown CRM?
How to auto schedule an activity in SalesTown CRM?
How to Automatically Add a Lead Follower on Stage Change in SalesTown CRM?
How to manage Rule for Pipestage Change Notification in SalesTown CRM?
How to manage Rule for Seeding Notification in SalesTown CRM?

Reports & Analytics

Email- Marketing

WhatsApp- Marketing

Other

How IP lock and auto logout Work in SalesTown CRM?
How to Add a Channel Partner to a Lead in SalesTown CRM?
How to add Customize Fields?
How to Add, Edit, and Delete a Product in SalesTown CRM ?
How to Add, Edit, and Delete a Prospect (Seeding) in SalesTown CRM?
How to Add, Edit or Delete a Channel Partner in SalesTown CRM?
How to Add Product to a lead in SalesTown CRM?
How to Convert a Prospect into a Lead in SalesTown CRM?
How to Customize Activity Purpose?
How to Customize lead View in a Workboard?
How to Customize Lost reasons?
How to Customize Terminology on Workboard?
How to Export the Contacts with Activities in SalesTown CRM ?
How to Export the Farming in SalesTown CRM?
How to Import and Export Leads in SalesTown CRM?
How to Import and Export the Contact in SalesTown CRM?
How to Import and Export the Seeding in SalesTown CRM?
How to Import the Product in SalesTown CRM?
How to manage Lead Won Checklist?
How to Mark Fields mandatory?
Walkthrough of Company Setting in SalesTown CRM

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