Events

Join us on Wednesday, 26 November, 1:00 pm - 2:30 pm GMT for a session where we'll cover:

• Customer details and reporting
  • Navigating to customer profiles
  • Drilling into customer-specific reporting
  • Editing and maintaining customer information
• Creating and managing opportunities
  • How to create a new opportunity
  • Stages of the sales pipeline
  • Updating opportunity status and tracking progress
  • Tips for maintaining a clean, accurate pipeline
• Dashboard filtering
  • How to filter dashboard widgets by date range
  • Comparing performance across different time periods
• Using pivot tables effectively
  • Introduction to pivot tables
  • Sorting, grouping, and summarising data
  • Examples of pivot table use cases
• Emailing reports
  • Exporting and preparing reports for email
  • Sending reports directly from the system