Keeping your processes on track and on time is critical to making your customers happy. Luckily, LeadSimple provides some tools to help you do that.
Saved Views to save your filters for future use
On-track/Off-track indicator (this can also be filtered by)
Here are some examples of saved views you could create with links to copy that view into your account so save you time.
Processes due this month (copy into your account)
Overdue Processes (copy into your account)
Off Track Processes (copy into your account)
Processes assigned to a user
Off Track Processes assigned to a user
You can filter by custom field data as well, so the reports you could create are virtually endless. These are just a few.
Have suggestions about other reports you would find useful? We want to hear it! Just send us a chat message with any ideas you have.