Rapporter gir deg detaljert informasjon om klienter og salgsmuligheter som kan føre inn flere forretninger.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Gå til rapportlistevisningen i navigeringsmenyen.
Klikk på All Folders (Alle mapper) og velg Advisor Reports (Rådgiverrapporter), My Top Referrers (Mine beste henvisere) eller Referral Performance (Henvisningsytelse).
Velg en rapport.
Klikk på Refresh (Oppdater) for å se de nyeste dataene.
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