Active Job, Quote and Lead Totals for Accounts

Systemize has a quick way to view summaries of how many active Jobs, Quotes, and Leads are in each of your Accounts. Go to Settings > Account > Accounts to view a list of all Accounts and their active Jobs, Quotes and Leads.Account summary view


If you are looking for more detailed information, like the number of Jobs, Quotes or Leads created in the last 60 days in each Account, create custom Views or Reports in CounterGo or Systemize and export those to Excel or Google Sheets. For more information on filtering Views or running Reports, see the Related articles below.

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