Do you know how to report on CRM data?
Rules to Better CRM for Users|ea95a679-5979-4001-9039-7b878554c1ed
v4.0
Posted at
27/09/2014 8:44 AM by
Ulysses Maclaren
Rule Intro
The data stored in CRM is useful on two counts. Firstly, it gives you a single source of truth for all customer related data. Secondly, you now have the ability to report on this data.
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Do you feel this rule needs an update?