PowerPoint Presentation

Creating a Leads Report Reports.

Reports. Allows to analyze the business flow. People analyzing growth charts Free Vector.

Helps to visualize leads statistics that are available in salesforce.

Navigation. Allows to setup custom type reports. Based on permission.

Navigation. Graphical user interface, text, application, email Description automatically generated.

Generate Leads Report. Source of leads generated.

Last name. Account name. Month. Configure the outline filters that are required as per the needs.

Unique title for reports. Allows salesforce to find the report and integrate the report with outside platforms.

Generate Leads Report. Allows to invite. Folders.

Generate Leads Report. Creating reports instead of selecting folder.

Contacts and Accounts Report Reports.

Contacts and Accounts Report. Leads can be converted into:.

Navigation.

Contacts and Accounts Report – Generate Report. Reports Create View Collaborate.

Contacts and Accounts Report – Generate Report. Activities done by users.

Contacts and Accounts Report – Generate Report. Graphical user interface, application Description automatically generated.

Contacts and Accounts Report – Generate Report. aetuosens.

Opportunity Report Reports.

Opportunity report were the pipeline is combined with contacts.

Opportunity Report Navigation. Graphical user interface, text, application, email Description automatically generated.

Contacts and Opportunity Report – Generate Report.

Reports automatically reflects the updates and individual opportunities.

Products can be edited and added into their opportunity.

Contacts and Opportunity Report – Generate Report.

Add leads to a campaign from a report Reports.

Can’t be shared until put in public folders. Only users will have access.

Step to Add leads to a campaign from a report. Report: Leads Cust Lead report Total Records 23 First Name 2 4 7 Betty Jeff Mike Patn cia Brenda V.oJet Kathy Glimpse Fager Mcclure Snyder SVP, Procurement VA, Techno. ' cgy VP, Fin.nce Regional General Conwany / Ac«nmt Betty Nguyet' Cogwation JKkscn Controls Metronlitan Health Services International Shipping Co. Cadinal Inc. Emerson Transport TNR corp. jeffg@jackso ikeb@metro.corn violetm@emersontransportcom ksynder@tnr.net Phone Inquiry' Purchased List Phone Inquiry Purchased List ECit Edit (Salesforce Classic) Save As Export Delete Add to Campaign Add to.

Step to Add leads to a campaign from a report.

Step to Add leads to a campaign from a report. . Report: Leads Cust report Total Records 23 First Name Betty Jeff Patricia Brenda Vic'et Kathy Tom SVP. Procurement VP. Techno•• VP, Finénce Regions General Mansger SVP, Production Convany / Accmmt Corporation Jackson Controls Metropol itan Health *nices International Shipping Co. Cadinal ämerson Transport TNR corA Delphi Chernicals Emad jeffg@J "kson.com Orenda@cardinalnet ort.com er@tnr.net Lead Aj Street Nguyer Glimpse Mcclure Snyder prone Inqui Purchase Lisi P: tner Ingur Purchzsed List X Sort A"endin9 Sort Group Rows by This Field Remove Column.

Step to Add leads to a campaign from a report.

Step to Add leads to a campaign from a report.

Scheduling Reports Reports.

Allows to schedule reports to run at specific time and mail or share it with users Scheduling reports.

Steps to Schedule reports. Report: Leads Cust Lead report Total Records 23 First Name Betty Jeff Mike Petfci& Name • Gimose Feager M" lure Title SVP, Prccuremert VP. Technoaogy Finance Company / Account ætty Ngoer Corporation Jaascr Controls MetroøollOn Health Services Interratianel Shipping Co. Inc. Emerson Transport jeffg ockson.com 'ikeb@metro.com brerda@erdin21.ret Lead Source • Phone Irguiry Purch.sed List Referral Irguiry Street Rating Edit Edit Save As [kete to Cynpaign to.

Steps to Schedule reports.

Creating Campaign Report Reports.

Shows the details from campaign object Campaigns report.

Navigation for Campaigns Report.

Steps to Generate Campaigns Report.

Steps to Generate Campaigns Report.

Create report Formula Reports.

Report Formula. Report Formula New to salesforce environment Don’t have to pay for the salesforce upgrade Upgrades 3 time in a year.

Steps to Create Report Formula.

Additional column shows the result inside the reports.

Important Points to Note. privilege. Environment.

Important Points to Note. Business team. Access to everyone.

Important Points to Note. To use Summary formula.