Insight View for Opportunities
This is the final video in the Winning New Business training series. To ...
Basic Opportunity Reporting
This video is part 8 of 9 in the Winning New Business training series. T...
How can I filter information in Objectives?
You can filter your Projects or Opportunities by clicking on the funnel ...
How can I export data from forms and import that data into Excel?
You will have to first export the form data as a text file containing ta...
How to Print a Form
Do the following:
Working from Forms, select a form.
Highlight the form...
