Reports Help
Reports
Link to Reports for Deals https://nationwidemarketingdata.com/crm-reports.php
Link to Reports for Subscriptions https://nationwidemarketingdata.com/crm-reportssub.php
Link to Reports for Payroll https://nationwidemarketingdata.com/crm-reportspay.php
When you run a report a table will generate with your numbers and the deals/subscriptions/payroll included in your report
Page Break
Options on each record will take you to edit that record or to the view page for that record.
Related Articles
Deals Help
Deals Link to deals https://nationwidemarketingdata.com/crm-deals.php Deals is the module you enter in whenever you make a sale. Below are the fields you enter in when you create a new deal or edit an existing deal. Deals have different ...Subscriptions Help
Subscriptions Link to Subscriptions https://nationwidemarketingdata.com/crm-subscriptions.php Subscriptions is the module you enter in whenever you make a sale. Below are the fields you enter in when you create a new subscription or edit ...Search Help
How to Search Data Link to the Search Data Page https://nationwidemarketingdata.com/search-data.php On the left side of the page you will see multiple options ranging from changing your password, adding credits or doing a person search. To ...Dashboard Help
CRM DASHBOARD Link to dashboard https://nationwidemarketingdata.com/crm-dashboard.php Your dashboard header has quick access buttons to other parts of the site You can view your total leads remaining on your account You can view ...CRM APPS Help
CRM APPS page Link to access Apps Page -- https://nationwidemarketingdata.com/crm.php Here you can access all your CRM Apps/Modules You can access the apps page on the left hand “my account menu” You can also access crm apps ...