Share a report with sales team in Vtiger CRM

Vtiger CRM 2018-03-08

Views 1

Personalize your report and share them with specific users to view and collaborate
For more information, visit - https://www.vtiger.com/docs/explore--visualize--and-present-your-reports#/Create_Detailed_Report
Show more

Share This Video


Download

  
Report form
RELATED VIDEOS
Get Detail report of your sales pipeline in Vtiger CRM
play
01:17

Get Detail report of your sales pipeline in Vtiger CRM
Get aggregated stats of sales person via Pivot reports in Vtiger CRM
play
00:52

Get aggregated stats of sales person via Pivot reports in Vtiger CRM
Share a quote from Opportunity, track usage and engage on the document with Vtiger CRM 7
play
00:55

Share a quote from Opportunity, track usage and engage on the document with Vtiger CRM 7
vtiger CRM Sales Process
play
09:07

vtiger CRM Sales Process
Set up dashboard for sales team in Vtiger CRM
play
01:52

Set up dashboard for sales team in Vtiger CRM
Set up sales roles hierarchy in Vtiger CRM
play
00:55

Set up sales roles hierarchy in Vtiger CRM
Set up default lists for sales team in Vtiger CRM
play
00:45

Set up default lists for sales team in Vtiger CRM
Manage Your Business Contacts, Sales, Marketing, Payments and Everything In Between with Vtiger CRM
play
01:51

Manage Your Business Contacts, Sales, Marketing, Payments and Everything In Between with Vtiger CRM
Vtiger CRM - Access control based on profile of a sales user
play
00:44

Vtiger CRM - Access control based on profile of a sales user
Automate Document Sharing with clients and track the details with Vtiger CRM
play
03:03

Automate Document Sharing with clients and track the details with Vtiger CRM
Set up sales stages with custom colors in Vtiger CRM
play
02:04

Set up sales stages with custom colors in Vtiger CRM
Share proposals with clients, track usage stats and close deals faster with Vtiger CRM
play
02:07

Share proposals with clients, track usage stats and close deals faster with Vtiger CRM