This section shows the items that Sales Managers (the driver of the CRM module) need to focus on.
Know Your Numbers #
- How many leads came in in total?
- How many leads from each lead source?
- How many leads were assigned to each salesperson?
- Is the contact ratio 100%
- How many leads are active vs inactive?
- Where are the drop off points?
- Why are sales staff recycling leads?
- Are the contact notes informative?