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Using the Build Your Own Reports (BYOR) Module

Using the Build Your Own Reports (BYOR) Module

Tour de Force
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www.TourdeForceCRM.com Overview of the CRM Engagement Report Blaine Keller - CRM Manager: “The CRM Engagement Report is a rolling 7 day count of not only sales based activities, but also every time a rep modifies an Opportunity, creates an Appointment, or has a Task scheduled due. When I took on the role of CRM Manager at Kelsan in 2012, I had a conversation with our CEO, Ken Bodie. I explained my preliminary findings in the field when it c

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CRM (Customer Relationship Management)

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