Reporting in eWay-CRM
Event Start: 19/02/2025 11:00 am
19/02/2025 11:00 am
14/03/2025 1:00 pm
(Central Time)
14/03/2025 1:00 pm
(Central Time)
Microsoft Teams
30 min
Coffee and internet
You’ve entered a lot of data into your CRM, but are you getting the most out of it? While eWay-CRM provides you with a handful of prebuilt views, every industry and organization is different. Join Ernest for our Reporting Masterclass, where we look at the reporting options inside of eWay-CRM.
What you will learn
- How to filter your data in our grids and save the user views
- Navigating Board view
- Power BI
In 30-40 minutes, we will show you how to effectively manage your and your teams' TODO list.