Managing your CRM Reports
Join us for a live, 30 minute webinar showing you how create and manage reports in your CRM, followed by a question and answer session.
This webinar will demonstrate how to create, save and modify Listing Reports in your CRM system, then download the data. The webinar will also cover creating Sales Forecasting Reports and using the Advanced Reporting feature.
Next CRM Reports webinar dates – please note international time zones
Tuesday 6 June 2017
USA 8:00 am (PDT), 11:00 am (EDT), UK 4:00 pm (BST)
- Reserve your place now
Managing your CRM Reports Webinar Agenda
The webinar will take a detailed look at the CRM reporting features, including:
Here’s a blog to accompany the webinar Using the CRM Reporting Tools.
Can’t make any of the Webinar dates?
If you are not able to join us for the live CRM webinar here’s a recording of a previous one. Please contact us should you have any questions.
You can also learn more about CRM customisation from our tutorial videos:
Creating CRM Reports