Rapporter giver dig detaljerede oplysninger om klienter og salgsmuligheder for at skabe mere forretning.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
I navigationsmenuen skal du gå til listevisningen Reports (Rapporter).
Klik på All Folders (Alle mapper), og vælg Advisor Reports (Rådgiverrapporter), My Top Referrers (Mine topreferencer) eller Referral Performance (Referenceydeevne).
Vælg en rapport.
Hvis du vil hente de seneste data, skal du klikke på Opdater.
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