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  3. Report Overviews: Prospecting and Membership

Sales Opportunity Report

Follow

This report lists sales opportunities and tours by employee. It can be filtered by date range and location. 

Sample Sales Opportunity Report

Sample Sales Opportunity Report

Sales Opportunity Report Fields

  • Name: Employee associated with Follow-Ups and Tours over the selected date range
  • Location
  • Opportunities: Number of follow-ups assigned to this employee
  • Scheduled Tours
  • Confirmed Tours

 

Learn more about accessing, filtering, and scheduling reports.

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