- One-Click Reports
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Access & Modify One-Click Reports (2:40)
- Daily Reports
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Access & Run Daily Reports (1:27)
- Conclusion
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Review
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Resources
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Goodbye!
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Share Your Feedback
Leveraging Preconfigured Reports
In this course you will learn how to access and utilize preconfigured reports within Neon CRM
Learn how to access and utilize preconfigured reports within Neon CRM including: One-Click Reports and Daily Reports.
Learning Objectives:
- Describe the purpose of the One-Click Reports
- Describe the purpose of Daily Reports