In noCRM, you can add extra number and percentage fields to your leads. As a broker or a reseller, for example, you get a commission on the sales you make: define your commission rate on every lead you manage to keep track of it.
You can also record the number of items a lead is willing to purchase, to know the total number of items your company has sold over a specific period. This helps you understand whether the sales process you have set up is performing or not.
Follow these steps:
Click your avatar at the top right.
Go to Admin panel > Account management > Preferences.
Scroll down to the Features section.
Check Activate custom number and percentage fields.
Enter the name of each field.
When you create a lead manually, the extra fields appear with the Amount field: fill them in for this lead. On an existing lead, click the amount to fill them in.
All this information is taken into account in your statistics. To know the amount you've earned from the deals closed over a specific period, follow these steps:
Click the ... menu in the top bar.
Click Statistics.
Click Company performance.
Your extra fields appear as additional columns in the table below the chart. The same goes for units: find out how many units of each product you've sold over the chosen period.
