Geteilte Anleitung

How to use the sales activity report

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

viktoriaviktoria
·11 Schritte·10 Aufrufe·Veröffentlicht
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide11 Schritte
  1. Click the Reporting link

    Click the Reporting link
    Loading screenshot…
    100%
  2. Click the Reports link

    Click the Reports link
    Loading screenshot…
    100%
  3. Click the Create report button

    Click the Create report button
    Loading screenshot…
    100%
  4. Click the Create report button

    Click the Create report button
    Loading screenshot…
    100%
  5. Click the Search all templates field

    Click the Search all templates field
    Loading screenshot…
    100%
  6. Type 'sales activity' in Search all templates

    Type 'sales activity' in Search all templates
    Loading screenshot…
    100%
  7. Click the Activity Date dropdown

    Click the Activity Date dropdown
    Loading screenshot…
    100%
  8. Click the Save report button

    Click the Save report button
    Loading screenshot…
    100%
  9. Click the Next button

    Click the Next button
    Loading screenshot…
    100%
  10. Click the Save report button

    Click the Save report button
    Loading screenshot…
    100%
  11. Click the Save button

    Click the Save button
    Loading screenshot…
    100%