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FAQ: How do I run a DEALS Report?

Brief description (and video) of how to view your sales pipeline using the DEALS Report in First Freight CRM

Todd Collins avatar
Written by Todd Collins
Updated over 3 years ago

4:30 video describing the many filters and capabilities of the DEALS Report.

View Active Deals or Inactive, WON, LOST, STALLED or ALL

Run Deals Report based on Sales Stage; Final Negotiation, for example.

Run Report using Advanced Filters:
Deals by Origin / Destination
Deals by Sales Rep (if you are a manager)
Deals by Industry
Deals by Service Type (Ocean, Air, Road, etc)

Over 220 different ways of viewing your sales pipeline using the Advanced Filters in the built-in DEALS Report.

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