Shared guide

How to create deal progress reports

Step-by-step guide covering: Click Create; Click Report; Click Progress; Click Continue.

victoriaworkflowsvictoriaworkflows
·12 steps·11 views·Published
Step-by-step Guide12 steps

  1. Click Create

    Click Create
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  2. Click Report

    Click Report
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  3. Click Progress

    Click Progress
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  4. Click Continue

    Click Continue
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  5. Click open menu

    Click open menu
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  6. Click This week

    Click This week
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  7. Click open menu

    Click open menu
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  8. Click Days rotting

    Click Days rotting
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  9. Click on "Click here."

    Click on "Click here."
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  10. Type "7" in Number

  11. Click Save

    Click Save
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  12. Click Save

    Click Save
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