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iService User Guide

Navigation: Reports > Sales Pipeline Reports

Sales Pipeline by Stage

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The Sales Pipeline by Stage Report provides details about sales opportunities within your pipeline. It groups the opportunities by sales stage, and includes a summary for each opportunity including the last time there was correspondence with the contact or note added.

 

Setup Required

See the sales pipeline overview for setup details.

 

Parameter Selection

Select the segment that contains the contacts with sales opportunities.

 

Report Example

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