DID YOU KNOW...
...That in eWay-CRM you can review and sort invoices by owner and customer? If it's sales reps who issue invoices in your company, you can easily find out what their results are.
- Go to the Bookkeeping module.
- In the search field of the Type column, select that you want to see only Sales invoices.
- Right-click the header of the Owner column and choose Group By This Column.
- You can expand groups. Also note the total sums on each line. It shows the total value of invoices of each owner.
- Sort items by clicking the header of the Customer column to have better review of the list.
For more advanced tips, go to our Knowledge Base.
Be effective! With eWay-CRM.