Customers by Sales Rep Summary Report

The Customers by Sales Rep Summary report lists the number of leads, prospects, and customers for each sales rep. The report shows the total number of leads, prospects, and customers whose records were created during the date or period range you select.

To see the Customers by Sales Rep Summary:

Go to Customers > Customer Reports > Customers by Sales Rep.

A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.

Note:

This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

Related Topics

General Notices