This webinar will show you how to create and manage reports in your Really Simple Systems CRM. The webinar will last approximately 30 minutes including a Q&A session.
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
Defining CRM Reporting
Creating Listing Reports
Creating Forecast Reports
Presenter
Helen Armour
General Manager
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