CRM Webinar: Reporting

Managing your CRM Reports

CRM Reports Webinar: 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.

Other Webinar topics: An Introduction to CRM; Creating & Sending an Email NewsletterManaging the Sales Pipeline; Customising your CRM.

Next live CRM Reports webinar dates – please note international time zones

  • Thursday 18 July 2019

    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:

  • 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.

Here’s a blog to accompany the webinar Using the CRM Reporting Tools.

Webinars On-demand

  • If you can’t make the live CRM webinar dates you can watch a recording by registering here.

  • Register to view it now

You can also learn more about CRM customisation from our tutorial videos:

  • How to create Listing Reports

  • How to create Forecast Reports