See Workbooks in action
Don't miss out: Claim a free 90-minute CRM Success Workshop now
Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Manage invoices, contracts and order from one tool
Manage projects, track revenue and budget
Once you’ve created great Workbooks reports, you’ll want to share them with other users. This tutorial covers how to share individual reports; sending reports and charts via scheduled email; and introduces adding charts and reports to Dashboards.
LENGTH IN MINUTES:
17:05