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Step 7 of 7

See your office team results

For you and each team login: bookings made, quotes sent, and leads answered and won. Grow and Pro.

ReportsOffice team results Open Office team results

Who on your office team is booking, quoting and winning leads? This page shows it for you and each team login, side by side.

  1. 1

    Open Office team results

    In the menu, tap Reports, then Office team results.

  2. 2

    Pick the time

    Tap This month, Last month, This year, Last year or Last 12 months.

  3. 3

    Read each row

    Each person shows Bookings made and the money still on the books, Quotes sent, Leads answered and Leads won.

  4. 4

    Download it

    Tap Download for a spreadsheet.

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