For General User
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Please choose from the list below which ‘Business Type’ best represents your business.
Then choose the Report you wish to generate by clicking on the appropriate link below the description.
Date: 21-11-2024
General
A business which fits this category would acquire Leads (people who are interested in the product or service they offer) usually via Marketing, they would provide a Quote or a Proposal, and will close a percentage of the Quotes or Proposals into sales.
Retail
A business which fits this category would acquire Opportunities (people who are interested in the product or service they offer) usually via Marketing, this could be Walk-ins into a retail store, or visitors to a website, and a percentage of these people would purchase a product or service.
Recurring Income – General
This business has customers who pay a monthly subscription, such as ‘web hosting’. Plus, they may also have one-off sales. They would acquire Leads (people who are interested in the product or service they offer) usually via Marketing, they would provide a Quote or a Proposal, and will close a percentage of the Quotes or Proposals into sales.
Recurring Income – Retail
This business has customers who pay a monthly subscription, such as ‘web hosting’. Plus, they may also have one-off sales. They would acquire Opportunities (people who are interested in the product or service they offer) usually via Marketing, this could be Walk-ins into a retail store, or visitors to a website, and a percentage of these people would purchase a product or service.