Track Sales Person/Estimator Effectiveness

LMN Estimating now allows you to assign a sales person and an estimator to every estimate that you create. As long as the person is an estimating user in LMN, you will be able to choose from a list of names via a drop down menu on the Customer Info Tab within the estimate to assign an individual to that job.

See an example of an estimate below and where the feature is to assign individuals to an estimate.

Assigning sales and estimating personnel to an estimate is a great feature as it lets you generate reports based on how much sales each person made.

Under the CRM menu, you'll find a new sub-menu called Reports.  Here, you can generate sales closing reports by Division, by Estimator, by Salesperson, by Tag, or by Referral Source.

Just a few of the sample reports are included below.

 

 

 

 

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