Is there a way to find out how many potentials I've lost or won in a time frame of my choice?
Absolutely! Head to CRM Reports and click on the Potentials column. In the top-right corner, you will notice a filter called Stage. By clicking on it, you will be able to filter your potentials in terms of Open, Won or Lost. Next, you can click on the calendar icon that's placed above the reports table to choose the time frame.
Here's what you'll find:
- The table consists of Potential Names along with other details such as Potential Owner, Lead Source, Contact Name, Closing Date, Probability, Stage, and Amount.
- You can view information about Potentials from CRM that are associated with your Zoho Social Connections.
- Clicking on a Potential or a Contact will open their records in Zoho CRM.
- Click the Lead Source filter located in the top-right corner of the report to view which social networks your Potentials were generated from.
- You can check the status of Potentials by selecting Stage, which is also located in the top-right corner of the report. The drop-down menu allows you to filter them as Open, Closed, and Lost.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
How do I find the best time to tweet?
To find the best time to tweet, - Go to the Reports tab, - Head to Twitter reports- Under the Posts and Engagement section, scroll to find the Card Best Time to Tweet. This charts the best times to publish through the upcoming week according to data ...Can I set a section of a Network Report to a time range of my choice?
Yes, to set a time range for a section of Network Report, - Go to the report section - At the top right, there will be a button like "Last 15 Days" - If you click on it, it will open to a window that lets you set a time range of your choice.How do I find the best time to post on Instagram?
To find the best time to post on Instagram, - Go to the Reports tab - Head to Instagram Reports- Under the Posts & Engagement section, find the Card Best Time to Post This charts the best times to post on Instagram through the upcoming week.How can I change the time-range for stats shown in a specific report?
On a Card: 1. When you hover on a Card, next to the ellipsis menu, you can see an expand button. 2. Click on the button to view more details about the stats. 3. On this window, at the top right you will see "Last __ Days" button. 4. Select the time ...How do I find the best time to publish posts on my Facebook Page?
To find out the best time to post on Facebook, - Go to Reports - Head to Facebook reports - Under the Posts & Engagement, you'll find a Card Best Time to Post This Card suggests the best times to publish posts on your Facebook Page by learning how ...
New to Zoho LandingPage?
Zoho LandingPage Resources