Meetings in Pipeline Report

The Meetings in Pipeline report shows the list of meetings from the active Sales Folders of Leads. You can use this report to find out the potential customers and contact them with new offers.

Open the library with reports.
Select Meetings in Pipeline.
Define criteria for generating the report, as follows:

Criteria

Salesperson	Select the Salesperson whose Leads you want to include into the report.
Show Inactive	Check the box to include Leads with inactive Sales Folders into the report.
Priority	Select the priority of the Sales Folder.
Last Meeting between … and …	Select the time period when the last meeting with the Lead was held.
Show details for last meetings per Sales Folder	Enter the number of the last meetings which description you want to show in the report.

3. When complete, click Apply. The system generates the report, as follows:

The report shows meetings of Leads grouped by the Salesperson. The following information is available in the report:

Report Information

Salesperson	Salesperson who owns the contact.
CUSTOMER
Customer	Name of the Customer.
Priority	Priority of the Sales Folder of the Customer (Lead). Multiple Sales Folders for one Customer can be displayed.
Phone	Contact phone number of the Lead.
Email	Email address of the Lead.
Meeting	Date and time of the last meeting with Lead within the specific Sales Folder.
Memo	Memo about the meeting.
MEETING
First Meeting	Date of the first meeting with the Customer.
Last Meeting	Date of the last meeting with the Customer.
Number & Total	Total number of meetings with the Customer.
Next Meeting	Date of the next meeting with the Customer.
Follow Up	Date of the next follow-up with the Customer.
Description	Description of the Sales Folder.

Updated on November 5, 2021

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