Managing Your CRM Reports

CRM Reports Webinar

Maximise your CRM potential and join us for a live and interactive webinar showing you how to create and manage reports in your CRM. The webinar will last approximately 30 minutes including a 15 minutes 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.

Next Live Webinar Dates

Please note international time zones

Wednesday 20 November 2019

USA 8:00 am (PST), 11:00 am (EST), UK 4:00 pm (GMT)

CRM 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.

Webinar On-demand

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