How to check your prospecting status?

2 weeks ago
help_content
1 minute

To check your prospecting status, follow these steps:

  1. Go to the Reports module and navigate to Prospects.
  2. Click on Select a report type.
  3. Select Prospecting Status.
  4. Choose the desired period (from the beginning, last 6 months, last 12 months, or a custom period).
  5. Finally, click on Export to download your report in Excel, CSV, or PDF format.