Retrieve Customer Analysis Report as per below 1. From your Main Dashboard, go to Common Data and click on Customer 2. Tap on A. Summary Report B. Contacts Summary C. Batch Assign Report D....

Summary of Customers handled by Sales Person (employee). 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on 3. Tap on Analysis report will be based on: Custom...

1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on 3. Tap on

This report will summarize Contacts whis has no Mobile Numer or Email It can also be categorize by Staff or by Industries 1. From your Main Dashboard, go to Common Data and click on Customer 2....

1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on 3. Tap on Get the analysis how many Customer has been ontroduced or reffer by existing customer in your CRM. ...

This report is available with purchase of i3TeamWorks Sales Culture. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on and tap on  3. Click on button Report...