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Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

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Corporate Company

lead_charts

Lead Charts

Display graphs related to leads.

  • Sales leads for the last 24 months - Bar graph to display number of leads created in the last 24 months.

  • Sales leads for the last 30 days - Bar graph to display number of leads created in the last 30 days.

  • Leads by sales reps for the last 30 days - Bar graph to display number of leads created by sales reps in the last 30 days.

  • Leads by status for the last 30 days - Bar graph to display leads by status for the last 30 days.

  • Leads by source for the last 30 days - Bar graph to display leads by source for the last 30 days.

lead_charts.txt · Last modified: 2019/02/28 13:20 (external edit)