See how many Proposals have been sent to a particular client.
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Select Reports
Select Reports.
Select Per Client
Select Proposal, then Per Client from the list of reports.
Select options from the two drop-down lists: module and proposal status. Choose to sort by either Company or Last Name. Select Submit.
Sample Report
Note
If you have Admin permissions, you are able to create reports on behalf of your staff members.
To continue learning how to create a Proposal view the articles below -
- Proposals Reports - export and refresh reports
- Proposals Reports - count to date report
- Proposals Reports - client summary report
- Proposals Reports - count by date range report
- Proposals Reports - count by user report
- Proposals Reports - count by year report
- Card Reports - count by date range report
- Card Reports - count by year report
- Card Reports - count by user report
- Card Reports - count per client report
- Card Reports - count to date report
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