In Qontak CRM, you can view and download Customer Geolocation Map reports from users. To view it, you must add the Customer Geolocation Map report to the dashboard. The locations to display in Excel are for all pipelines.
To download the data, you can select the filter you want to view the data for, then click the three horizontal lines and select "Download XLS".
Here are the results of the download.
From the data above, you can see the details of:
- Type
- Username
- Title
- Website
- Place name (location)
- Phone number
- Latitude (Latitude)
- Longitude (Longitude)
- Min deal size
- Quantity max deal size
- Average number of deal sizes
- Owner
- Created at