Sales Analysis & Virtual Pulse: Reports, Filters, and Best Practices
On March 12 Amtech held a live training webinar on sales analysis and virtual pulse. Find the recording of the session and reference material below.
Session Recording
Do you know what RDLC is used to create that download for Sales Detail Report?
On the commission by cash report- how do you set up the commission % for each salesman?
How do we enter our data into the sales forecast?
Any report that shows sales rep info automatically restricts others from seeing other sales rep sales? (How do we set that up?)
Can quote history be done by salesperson?
Set up Email Functionality for VPS