Customizing/Saving Reports
A report can be customized in numerous ways and then saved via Save As.
New categories can be created such as Deal Size, placing an opportunity into a bucket such as small vs. large.
Data clarity is key.
Customizing/Saving Reports
A report can be customized in numerous ways and then saved via Save As.
New categories can be created such as Deal Size, placing an opportunity into a bucket such as small vs. large.
Data clarity is key.