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Meetings in Pipeline Report

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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.

  1. Open the library with reports.
  2. Select Meetings in Pipeline.
  3. 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
SalespersonSalesperson who owns the contact.
CUSTOMER
CustomerName of the Customer.
PriorityPriority of the Sales Folder of the Customer (Lead). Multiple Sales Folders for one Customer can be displayed.
PhoneContact phone number of the Lead.
EmailEmail address of the Lead.
MeetingDate and time of the last meeting with Lead within the specific Sales Folder.
MemoMemo about the meeting.
MEETING
First MeetingDate of the first meeting with the Customer.
Last MeetingDate of the last meeting with the Customer.
Number & TotalTotal number of meetings with the Customer.
Next MeetingDate of the next meeting with the Customer.
Follow UpDate of the next follow-up with the Customer.
DescriptionDescription of the Sales Folder.
Updated on November 5, 2021

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