Geteilte Anleitung

How to create deal progress reports

In this guide, you'll learn how to create detailed deal progress reports by following a step-by-step process that includes generating a report, selecting time frames, and saving…

victoriaworkflowsvictoriaworkflows
·12 Schritte·62 Aufrufe·Veröffentlicht

In this guide, you'll learn how to create detailed deal progress reports by following a step-by-step process that includes generating a report, selecting time frames, and saving your results for easy access. Stay organized and keep track of your deals efficiently with these simple instructions.

Step-by-step Guide12 Schritte
  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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