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Report - closed sales by source

New Member
Posts: 12
Country: United_Kingdom

Report - closed sales by source

We're currently running a few marketing campaigns, and would like to be able to run a weekly or monthly report.

All we want to know is, how many sales have we closed via that specific campaign.

When we add the prospect we set their Status as cold lead (or prospect) and once a sale is closed they become a customer (we have groups within groups for prospects & customers)

We also update their referral as to whether it was via networking events, direct mail, cold call.

We want a report to show what sales we closed, the total and the marketing method that sources the sale.

Can't seem to find a pre-built report to do this.
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Report - closed sales by source

[ Edited ]

I don't believe there is an existing report but you can take your favorite Opportunity Report,

Reports / Edit Template

Edit existing report and save a new copy ex:  File / Save as  and give it a similar file name.

 Then modify newly created copy of report and  Add the Referred By Field to that report.

 

Roy is the Report Guru.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com

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