Reports

Sales Reporting, Activity Reporting *This area is evolving

Sales: Closed and Forecast Reporting
Our system provides the ability to create closed and forecast sales reporting.  As an Account Executive you can apply filters to narrow your view to a time ...
Wed, Jul 19, 2023 at 5:01 PM
Activity Reporting
Our system provides the ability to filter by different criteria and provide a user with a report based on their selections. Learn more: Reports ...
Wed, Jul 19, 2023 at 5:00 PM