Shared guide

How to use the deals report

Step-by-step guide covering: Click the Reporting section; Click the Reports link; Click the Create button; Click the Create report button.

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·11 steps·10 views·Published
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Step-by-step Guide11 steps

  1. Click the Reporting section

    Click the Reporting section
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  2. Click the Reports link

    Click the Reports link
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  3. Click the Create button

    Click the Create button
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  4. Click the Create report button

    Click the Create report button
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  5. Click the Search all templates field

    Click the Search all templates field
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  6. Type 'deal' in the Search Templates field

    Type 'deal' in the Search Templates field
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  7. Click the New Lead (DocuFast Sales Pipeline) item

    Click the New Lead (DocuFast Sales Pipeline) item
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  8. Click the Save report button

    Click the Save report button
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  9. Click the Next button

    Click the Next button
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  10. Click the Private to owner (me) button

    Click the Private to owner (me) button
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  11. Click the Save button

    Click the Save button
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