How does Forecasting work? (video) How to create Principal Plans and Customer Forecasts
Who’s interested in Forecasts v Living ReportsForecasts
Set up Plans by ManufacturerData Management > Plans & Forecasts > Li...
Tutorial – How to Create a Living Report
Click below to watch “What is a living report and why would I create one?”
You can create a “live” report in Excel that pulls your Opp...
Exporting Mailing List – Mass Email
Created by: Nancy Lucas
Modified on: Wed, 29 Aug, 2018 at 4:57 AM
It is possible to create a mass mailing list based on any combination o...
How to Export Companies
We can Export information from the company records, you can select a range of specifics on what you want exported.
Left click “Companies.” OR le...
How to Create Opportunity Reports
You can prepare a report to share with the principal/manufacturer. This will help them to know what has been going on with different opportu...
