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Close CRM

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  • Lead Query Metrics

    Create your own Lead Query Metric to use on your Dashboards to find Number of Leads

    To create a new Lead Query Metric you will have to complete:…

  • Opportunity Query Metrics

    Create your own Opportunity Query Metric to use on your Dashboards to find Number of Opportunities.

     

    When creating a new Opportunity Query…

  • Calculated Metrics

    Calculated Metrics allow you to perform basic arithmetic operations ("+"," -" ," /" ,"*") between metrics. You could operate between any type of…

  • Ideas for Reporting

    On this article, we´ll show you some Tables you can create from your Close.com data

     

    1) Funnel Opportunities Created

     

    You could…

  • Sales Pipeline in Master Metrics

    In this 10 minute video you can see how to create a report of your Sales Pipeline inside Master Metrics: https://youtu.be/_H0GwUqdhUc

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