Maximise your CRM potential and join us for an on-demand webinar showing you how to create and manage reports in your CRM. The webinar will last approximately 20 minutes.
We’ll demonstrate how to create, save and modify reports in your CRM system, view on your screen then download the data. The webinar will explain Listing Reports and Sales Forecast Reports, and show you how to add report widgets to your dashboard.
on-demand webinar
Agenda
Listing Reports
Forecasting Reports
Selection Criteria
Presenter
Really Simple Systems
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