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Custom Reporting
Custom Reporting
2
Examples of Custom Reporting
Standard Reports inside your CRM account
Sales Report Layouts
3
Basic Source Report example
Call Activity report - ideal for call centres, help desk and telesales teams
Setting up a customised sales pipeline report
Work activity report for billing multiple clients
1
Work Activity Monthly report associated to multiple clients
Job/Event/Course Overview Report
3
Overview Job tracking report
Example overview of Courses or Events Dynamic Report
Example overview of Job Dynamic Report
