(Tạo trang mới với nội dung “If you want to show information, I would do it from a customer form, something like: * Kanban of customers, click on one customer * Click on opportunities…”)
Anytime, I can get an in-depth report of my sales activity. Revenue by salespeople or department. Revenue by category of product, drill-down to specific products, by quarter or month,... I like this report: I can add it to my dashboard in just a click.
Anytime, I can get an in-depth report of my sales activity. Revenue by salespeople or department. Revenue by category of product, drill-down to specific products, by quarter or month,... I like this report: I can add it to my dashboard in just a click.
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Bản hiện tại lúc 15:07, ngày 11 tháng 12 năm 2017
If you want to show information, I would do it from a customer form, something like:
Kanban of customers, click on one customer
Click on opportunities, click on quotation
Come back to customers (breadcrum)
Click on customer statement letter
Anytime, I can get an in-depth report of my sales activity. Revenue by salespeople or department. Revenue by category of product, drill-down to specific products, by quarter or month,... I like this report: I can add it to my dashboard in just a click.
