This article explains how data can be best managed in a CRM system using pre-defined views and searches to help with day to day use of the system as well as providing the basis for a great reporting tool.
Reports and Views – Seeing is Believing
Posted by OpenCRM under Products and ServicesFrom http://opencrm.co.uk 4613 days ago
Who Voted for this Story
Subscribe
“You are most welcome Gaurav....”
“transition plan is the first thing to start. Thank for sharing this...”
“I have been using Picuki, and other tools. But, I was not aware about IG...”
“I am not into Google Sites. I still and always prefer WordPress. Easy to...”
“Semrush is changing. And, I am following the path....”
Comments