How do I check which of my social networks is helping me generate optimum revenue?
You can filter your reports based on the different social networks that are supported in Zoho CRM. To do this, go to the Revenue column in CRM Reports, and click on the Lead Source filter placed on the extreme right. You can click on either Facebook andTwitter to measure which social network is generating the highest revenue for your business.
There are three important tabs in the top-right of CRM reports to filter columns of Leads Created, Contacts Created, Potentials, and Revenue ($):
- The Calendar button has multiple time frame filter options to view reports. View reports for the Current Week, Last Week, Current Month, Last Month, Last 7 days, Last 15 days, and Last 30 days.
- Choose whether to Email the report to your colleagues.
- You can also Export the report and save it as a CSV file.
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