02-21-2017 09:44 AM
Hello all. I'm looking for two areas of help:
1. A consultant to create a few customized reports from our database to summarize contact/opportunity activities, as well as status of opportunities. Looking to create reports for each team member, as well as summary report with open opportunities, and YTD closed. Essentially quick ways for us to track our progress at weekly and monthly meetings.
2. Education on how to create or tweak custom reports when we need to add/remove/change a field or two.
Please post or contact me if you can help with either of these needs!
02-21-2017 10:20 AM