PaintScout

Quickly filter and export your contact list to give you a broad overview of your customers

How to Export Your Contact List

What does Close Rate mean?

Nastassia Reicher

Alex Gradeen

Use built-in tools to track sales team performance and generate reports.

Dashboard, Search & Reporting

Understanding Your Dashboard Metrics

Filtering on the Dashboard

Dashboard

How to search for an estimate

Searching

Payments Collected Report

Financing Reports

How to filter estimates and export

Options Accepted Report

Additional Work Report

Estimator Performance Report

Accepted Estimates Report

All Activity Report

Integration Sources Report

Outstanding Invoices Report

Track your payment requests and manage your invoicing with this report

Payment Requests Report

Declined Estimates Report

All Estimates Report

All Invoices Report

Reporting

Discover where your leads are coming from and how those leads perform

Lead Source Report

Gain insight into your events booked and track your estimate appointments

Events Booked Report

A comprehensive summary of all deals and opportunities within your sales pipeline.

All Deals Report

Track how your tagged deals are performing and identify trends

Deal Tag Summary Report

Additional Reports available with the CRM Add-on

CRM Reports

Book a Demo

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What's New

Find answers and get help from Intercom Support and Community Experts

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