Difference between revisions of "Report Menu"
Ashley DeBon (talk | contribs) (Created page with "Path: Callproof Support - New Website - Report Menu The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet compan...") |
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Revision as of 08:19, 23 July 2026
Path: Callproof Support - New Website - Report Menu
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.
Contents
Events (New Web)
More Info: Events (New Web)
Activity
More Info: Activity
File:Activity.png
Activity
Appointments (New Web)
More Info: Appointments (New Web)
Tasks (New Web)
More Info: Tasks (New Web)
Exports (New Web)
More Info: Exports (New Web)
Custom Reports (New web)
More Info: Custom Reports (New web)
Manual Reports (New web)
More Info: Manual Reports (New web)
