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Live Learning - Using the mobile app to build basic sales reports and understand customer spending.

SugarCRM
6.4K subscribers
9 views 2 months ago
Session overview In the third session of the series, we will be focusing on Enquiries, the business intelligence side of the system. During this session we will cover; ā€¢ How to access the Enquiries section of the system ā€¢ Explaining the data available to us, and how we obtain this data. ā€¢ Using this data to create customized sales reports for both internal and external usage. ...more
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Live Learning - Using the mobile app to build basic sales reports and understand customer spending.
0Likes
9Views
Mar 212025
Session overview In the third session of the series, we will be focusing on Enquiries, the business intelligence side of the system. During this session we will cover; ā€¢ How to access the Enquiries section of the system ā€¢ Explaining the data available to us, and how we obtain this data. ā€¢ Using this data to create customized sales reports for both internal and external usage.

Follow along using the transcript.

SugarCRM

6.4K subscribers