Prospects⦁Reports

Live Status Report

The |Live Status Report| provides a live summary of recent and upcomming activities for prospects on a selected spreadsheet. Since data in the |Live Status Report| is in real time, this report can provide valuable information during sales meetings etc. To open a |Live Status Report|, follow the directions below.
  1. From the |Navigation Bar| select |Prospects|.
  2. Select |Reports|.
  3. Within the |Live Status Report| section, select |View Report|.
  4. Scroll to the specific prospect you would like to view.
  5. Select the prospect to view report details.
Live Status Report - OA Mobile
  1. A: Select the |Live Status Report| drop down arrow to select other report types such as |Phone Call Report| and |User Activity Report|.
  2. B: Use the drop down arrow to select and view a |Live Status Report| on alternate spreadsheets. The spreadsheet owner is displayed to the left of the drop down menu.
  3. C: Use the |All Pages| button to filter the |Live Status Report| by selecting specific spreadsheet pages.
  4. D: Displays only active prospects in the |Live Status Report|. Shows the total number of active prospects.
  5. E: Displays only closed prospects in the |Live Status Report|. Shows the total number of closed prospects.
  6. F: Shows only |High Importance| prospects in the |Live Status Report|.
  7. G: Includes |Call List| prospects within the |Live Status Report|.
  8. H: Displays the number of high and normal importance prospects.
  9. I: Provides column definitions for properties, pinned items, next to do, and last 30 days.
  10. J: Shows prospect in an uncollapsed state.
The |Live Status Report| provides a live summary of recent and upcomming activities for prospects on a selected spreadsheet. Since data in the |Live Status Report| is in real time, this report can provide valuable information during sales meetings etc. To open a |Live Status Report|, follow the directions below.
  1. From the |Navigation Bar| select |Prospects|.
  2. Select |Reports|.
  3. Within the |Live Status Report| section, select |View Report|.
  4. Select the prospect to view report details.
Live Status Report - OA Mobile
  1. A: Select the |Live Status Report| drop down arrow to select other report types such as |Phone Call Report| and |User Activity Report|.
  2. B: Use the drop down arrow to select and view a |Live Status Report| on alternate spreadsheets. The spreadsheet owner is displayed to the left of the drop down menu.
  3. C: Use the |All Pages| button to filter the |Live Status Report| by selecting specific spreadsheet pages.
  4. D: Displays only active prospects in the |Live Status Report|. Shows the total number of active prospects.
  5. E: Displays only closed prospects in the |Live Status Report|. Shows the total number of closed prospects.
  6. F: Shows only |High Importance| prospects in the |Live Status Report|.
  7. G: Displays the number of high and normal importance prospects.
  8. H: Includes |Call List| prospects within the |Live Status Report|.
  9. I: Provides column definitions for properties, pinned items, next to do, and last 30 days.
  10. J: Shows the propects in a collapsed state.
  11. K: Shows prospect in an uncollapsed state.
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