Primus CRM

	Title	Created By	Actions
	Activity Report View detailed activity metrics	Armanda Roiz
	Sold Deals Report Track completed deals and transactions	Armanda Roiz
	Internet ROI Report Analyze return on investment metrics	Armanda Roiz
	Campaigns Report Monitor campaign performance data	Armanda Roiz
	DMS Success/Fail Report System integration status overview	Primus CRM
	New Lead By Rep Report Track leads by sales representative	Primus CRM
	Service Appointment Report Service scheduling and completion data	Primus CRM
	Lead Type & Tracking Code Report Lead source and tracking analysis	Primus CRM
	Sales Tracking Report Comprehensive sales pipeline tracking	Primus CRM
	Trade-In Report Vehicle trade-in transaction details	Primus CRM
	Customer Email Collection Report Email database growth metrics	Primus CRM
	Invalid Email Report Identify and clean invalid contacts	Primus CRM
	Appointment Capture Report Appointment booking effectiveness	Primus CRM
	Text Send / Received Report SMS communication analytics	Primus CRM
	Email Send / Received Report Email campaign performance metrics	Primus CRM
	User Activity Report System user engagement tracking	Primus CRM

Recipients Hold Ctrl/Cmd to select multiple recipients

Subject Line

Message Body Optional: Add custom message to include with the report

Frequency

File Format

Start Date

Delivery Time

Schedule Summary

Please fill in the form to see your delivery schedule summary

Sales Information

Sales Type *

Deal Type *

Inventory Type *

Lead Status *

Sales Manager

Customer Information

Suffix

Business Name

Full Name *

Home Phone

Cell Phone *

Work Phone

Email Address *

Street Address

City

Province

Postal Code

Assigned To *

Secondary Assigned To

Finance Manager

BDC Agent

Lead Type *

Source