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