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Dashboard, Search & Reporting
Dashboard, Search & Reporting
Use built-in tools to track sales team performance and generate reports.
By Staci and 1 other
2 authors
16 articles
How to Export Your Contact List
Dashboard
Understanding Your Dashboard Metrics
Filtering on the Dashboard
Searching
How to search for an estimate
Reporting
Payments Collected Report
Financing Reports
How to filter estimates and export
Payment Request Reports
Options Accepted Report
Additional Work Report
Estimator Performance Report
Accepted Estimates Report
All Activity Report
Integration Sources Report
Outstanding Invoices Report
Payment Requests Report