See Workbooks in action
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Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Manage invoices, contracts and order from one tool
Manage projects, track revenue and budget
Learn about the fundamental building block of all Workbooks reports – a Details view.
This tutorial covers how to add in new columns, apply criteria and covers how to start building a Sales Pipeline report as well as reporting on Support Cases and Marketing Leads.
LENGTH IN MINUTES:
18:11