As the saying goes, “if it’s not measured, it doesn’t exist.” Having the right reports to run on a regular basis is an important part of any CRM implementation. With Sage CRM, users can configure reports in a format that will make sure they are getting the information they need.
Join us for this webinar to go over the basics of creating and editing reports in Sage CRM, including:
- Creating a custom source view
- Understanding report types
- Using search criteria
- Formatting your reports