Creating a custom default report for the Lead/Event Page

Chad B. shared this idea 30 days ago
New

Wanted to share how I created a custom report for my Lead/Event Page.


https://youtu.be/tX86jvyA9oA

Comments (1)

photo
1

creating default report pages for the leads page is HUGE.. you can do any report info you want to show, everyone can have their own report based on their job, you can use various reports throughout the day as needed.. we have so many reports and use them on various dashboards we have created that is a tremendous help to our staff.


everyone should take the time to learn how to use these

Leave a Comment
 
Attach a file