Date & Time
Thursday, May 13, 2021, 1:00 PM - 2:00 PM
Track
CRM
Name
Datacor CRM: Using Datacor CRM Reports
Description
Datacor CRM includes a Reports option that allows users to generate, view, and distribute a series of standard and custom reports. We will review the report architecture and processing, new reports, form reports, and the steps that are necessary to begin writing your own reports:
- CRM vs ERP Reports
- The Importance of Report Names
- Setting Report Permissions
- Submitting a Report
- Price Quote Reports
- Sending Reports