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Reports: Exporting DripJobs Closing Ratio By Salesperson To CSV

In this article, you will learn how to export your closing ratio by salesperson to a csv document.

Written by Laura Cuadros

1. Click on "Metrics"

Click on "Metrics"

2. Click on "Reports"

Click on "Reports"

3. Click on "Select a Report"

Click on "Select a Report"

4. Select "Closing Ratio by Salesperson"

Accepted/won jobs grouped by salesperson for the specified time period

Select "Closing Ratio by Salesperson"

5. Choose the Filters to Apply

You can filter by Salesperson, Labels, Lead Source and Data Range

Choose the Filters to Apply

6. Click on "Apply"

Click on "Apply"

7. You'll See All the Contacts Under Those Filters

You'll See All the Contacts Under Those Filters

8. Select The Ones You Need to Export

Select Them All

9. Click on "Export to CSV"

Click on "Export to CSV"

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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