Opportunities, leads and contacts
How to review the ROI Report?
Introduction: In this article, we will delve into the intricacies of the Partner Marketing ROI Report Page, a robust functionality designed to showcase the return on investment (ROI) from partner marketing initiatives. This feature empowers ...
How do I view opportunity reports?
1. To view your report, hover over "Reports" then click "Opportunities Reports". 2. You can narrow the results by choosing any of the following drop downs such as selecting an opportunity, then click "Generate". 3. Aggregate Opportunity Activity ...
How do I review reports on opportunities?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Who would use this? Users that would like view reports about the Opportunities they ...
How do I view account based reports?
The Accounts report page refers to the organizes your contacts according to their company or corporate affiliation and provides overall metrics for each Account entity. To view a summary of your accounts’ activity, go to Reports > Connections > ...
How can I review my sales funnel to see what prospects I've converted?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. The following feature is a unique feature of the ‘Corporate Marketing Persona’ ...