Overview: This guide will help you create a Suggested Next Steps report in Skarbe, providing a clear plan for advancing the sales process based on the current status of interactions with your prospects.
Steps:
Navigate to the Reports Section:
Click on "Reports" in the left-hand menu.
Initiate Report Generation:
Click on the "Generate report" button.
Fill in Report Details:
Enter a report name.
Select "Suggested Next Steps" as the report template.
Add Sources:
Click "Add sources" to select relevant contacts, companies, or deals.
Generate the Report:
Click "Generate" to create the report.
Review the Report:
Review the report to identify the current status, challenges, objectives, recommended actions, and potential obstacles.