VS CRM
🚀 Guide

Reports Guide

This guide provides a complete overview of CRM reports, covering tasks, leads, activities, performance, and more. Learn how to access, filter, and analyze reports effectively to gain insights and make informed business decisions.

Guide

Overview & Navigation

Follow these steps to open your report page in the CRM.

Step-by-Step Instructions

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Click on the Reports option from the dashboard menu.
  4. 4. Your Report Page will be opened.

💡 Pro Tip: Use Filters for Better Insights

Apply date, status, or user filters in your reports to quickly analyze data and make informed decisions without going through unnecessary details.