CRM Reporting Questions
- How is Vistadash tracking my CRM data?
- I see that some of my leads are marked as "Skipped" in the lead mapping. What does that mean?
- I edited the lead mapping for my store and now the data for that month is gone. What does that mean?
- Why is the Leads Activity section of my Executive Summary or CRM Overview showing no data?
- What does it mean when the Vistadash CRM Overview shows "No Category Found" as a lead source?
- What constitutes "Activity/Lead" within the Executive Summary & CRM Overview?
- Why don't the month-end sales numbers in Vistadash CRM overview and executive summary report match the sales numbers in my CRM for the same time?