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Using the mobile app to organize your days, prepare for meetings, and create custom sales reports

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In the Fourth and Final session of the series, we will be using the Enquiries feature to create advanced reports, key objectives from this session will include: · Understanding the further reports that are available to us. · Understanding how we can see top spending customers that are falling year on year. · Identifying customers buying more but spending less. · Analyzing spending trends to spot customers dropping in spend.

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Using the mobile app to organize your days, prepare for meetings, and create custom sales reports

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8Views

Dec 22024

In the Fourth and Final session of the series, we will be using the Enquiries feature to create advanced reports, key objectives from this session will include: · Understanding the further reports that are available to us. · Understanding how we can see top spending customers that are falling year on year. · Identifying customers buying more but spending less. · Analyzing spending trends to spot customers dropping in spend.

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SugarCRM

6.4K subscribers