Create CUSTOM reports in Zoho CRM | STEP by STEP Tutorial
HTML-код
- Опубликовано: 6 сен 2024
- ✅Get started with Zoho CRM for FREE with a 30-day trial: acortar.link/m...
👇👇Do you want to solve all your Questions for free? Scroll to find out how
👇👇
Write to us at leads@millennialsconsulting.es and we will organize a FREE 15-minute meeting to answer all your questions.
➡️More information at: millennialscon...
🎓In this video, Jessica teaches you how to make custom reports in ZOHO CRM. You'll learn how to use ZOHO CRM's powerful customization tools to create reports that are specifically tailored to your business needs. This step-by-step tutorial will guide you through the entire process, from selecting the right data to customizing the layout and format of your reports.
We'll start with an introduction to the ZOHO CRM reporting interface, followed by tips on how to select the most relevant data for your reports. Then, we'll show you how you can use the various customization options to create a report that is not only informative but also visually appealing.
Additionally, we will explore how customized reports can help you gain deeper insights into your business, improving decision-making and business strategies. We will also discuss how these reports can be shared and presented efficiently within your team.
If you find this video useful, don't forget to click the subscribe button so you don't miss out on future guides and tips on ZOHO CRM and other business management topics. And if you have any questions or want to share how you use custom reports in your business, leave a comment below!
No olvides seguirnos en todas nuestras RRSS!!!
🟠Instagram: instagram.com/millennials.consulting/
🔵Linkedin: es.linkedin.com/company/millennialsconsultingespana
🟡Facebook: facebook.com/millennialsconsulting/
⚫Twitter: twitter.com/Millennials_Con
📻Escucha nuestro Podcast en Spotify: open.spotify.com/show/0n8HSaiXHymOmUp3io5cZD?si=8a9f54a118d74176