Pipeliner CRM enables you to receive a periodical email reports of your sales pipeline health to your inbox. Learn here how to manage these email notifications over Pipeliner. Email reports are delivered to your email address you use to sign in to Pipeliner CRM. The report itself contains data related to your opportunities with the comparison in for a specific time period.
How to Setup Email Report
To enable email reports please follow these steps:
- Click on the Profile in the upper right corner and select Account settings.
- Select Email Reports from the menu.
- Configure the report according to your preferences and click on Save.
How can I configure the report
Email me following report
Stats related to opportunities of my sales units - Report will include Opportunities assigned to all of the sales units you are member of.
Compare results for the following time period - You can specify the time-frame which will be covered in the Report.
Please note, that you cannot add more fields to the report. If you need more detailed report, please use Opportunity report in the Management reports instead.