Managing your CRM reports

Maximise your CRM potential and join us for this interactive webinar showing you how to create and manage reports in your CRM. The webinar will last approximately 35 minutes including a Q&A session.

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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.

Agenda

  • Listing Reports: Create reports on your sales activity, marketing and CRM data.
  • Forecasting Reports: Report on your sales pipeline with weighted or unweighted values.
  • Selection Criteria: Use your CRM data to drill down on the information you need.
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