Create your own top lists in Cirrus CRM!
Do you want to easily and quickly be able to follow which customer is responsible for the majority of your sales? Or maybe see who among you contacts the most leads? With top lists, there are so many possibilities to see a ranking of what is relevant for you! 🥇
Here's how to create a top list:
In this example, we create a top list for Sales per user to see which salesperson has the highest sales value.
In the dashboard, you can now see the Top list option next to KPI and Goals. Click on the Top list tab and you'll be taken to the page where all top lists are shown.
Click + New top list to create a new one.
Now choose what type of top list you want to create. There are many options for our different resources, so take a look and you might get new ideas on things you can compete on.
Name the top list, set how many sellers it should include, and set the interval. You can also pick specific users or order types that should be included.
❗ All fields marked with stars are required.
Click "Save" and you are done! ✅
How to follow up and manage top lists
You can access the top lists by heading to dashboard and click the "Top lists" tab.
Here is a view of all your top lists and you can sort in which order you want to show them by drag n drop.
The order you set is induvidual and does not affect the order for your colleagues.
Can anyone see the top list?
You, as the creator of the top list, choose who you share the list with in the 'Share' feature. If you don't choose to Share the list with anyone it will only be visible to you.
Who can edit the top list?
Only you, as the creator of the top list, can edit or delete it.