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Setup & Configuration

Importing & Migrating Data

Account & Security

Contact Management

Calendar & Tasks

Workflow Automation

Projects & Event Manager

Sales

Business Insights

    Increase your Sales and ProductivityHow to Track your Completed WorkReporting on your SalesHow to Export Reports

Integrations

Business Insights

Increase your Sales and Productivity

  • How reports can work for you
  • Understanding reports
  • Who can view reports?
  • Filtering for lists of Opportunities

How to Track your Completed Work

  • Understanding Types on the Activity Reports
  • Logging activity on the mobile app

Reporting on your Sales

  • Sales Dashboard
  • Pipeline Value vs Total Value
  • Sales Reports
  • Enhanced Sales Reports
  • How to get an overview of your Opportunities by User or Team
  • How to report on your lost Opportunities
  • Forecasting for your Business
  • How to use Reports to predict future sales

How to Export Reports

  • Exporting reports
  • How to export a Report Breakdown

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