New: Sales Reports
There is a lot of valuable data in your CRM system and knowing what has happened is just as important as knowing what you have in your sales pipeline.
So we’re pleased to announce the new sales report we have released for Tactile CRM – it is designed to compliment the existing pipeline report and allows you to see a 30/60/90 day report of all you won opportunities/deals.
You can even choose which period you want to view the report for with the handy date picker, and as an admin you can view the report for all users, or choose those you are interested in:
The new report is now available from the ‘Reports’ menu in Tactile for users on paid plans. We hope you find it a useful addition to Tactile CRM and as always would value any feedback or suggestions you have that can make Tactile CRM even better.