Saleboat Help
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Insights and Reporting
6

Insights and Reporting

Last Update a month ago
Understanding your saleboat reports and statistics
Monique Le Roux
Import CSV into Excel
Last Update a month ago
How and where can I pull a Saleboat report?
Last Update a month ago
Periodic Summary Report Outlined
Last Update a month ago
Interaction Summary Report Outlined
Last Update a month ago
Canvassing Report Outlined
Last Update a month ago
Pipeline Report Outlined
Last Update a month ago

Other Categories

Getting Started
Everything you'll need to know about how to get on board sale away with Saleboat.
6 articles and other
Last Update a month ago
The Saleboat Interface
Where things can be found and what they mean
8 articles and other
Last Update a month ago
Organisation
What you can see and control within your organisation and teams
5 articles and other
Last Update a month ago
Customers
How to create and interact with customers
11 articles and other
Last Update 23 days ago
Deals
How to create and interact with deals
5 articles and other
Last Update a month ago
Meetings Calls and Tasks
What are meetings, calls and tasks, and why do they matter
7 articles and other
Last Update a month ago
Leads
How to create and interact with leads
8 articles and other
Last Update a month ago
Calendar
An overview of your saleboat activity
1 article and other
Last Update a month ago
Settings
An overview of what settings you'll find in your account
3 articles and other
Last Update a month ago
Troubleshooting
Saleboat Support Crew, help me!
16 articles and other
Last Update a month ago
Saleboat Android App
The Saleboat Android App how-to guide
8 articles and other
Last Update a month ago