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Categories CRM App
Created by Guest
Created on May 19, 2023

Report writing linked to CRM

To have a tablet/phone reporting app that is linked to CRM and incorporated in the workflow

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    Andrew Ardron
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    Jun 6, 2023

    Hi Vivian, I'm not sure exactly what you're looking for here. You can link report writing tools like PowerBI to Prospect CRM... and then create all sorts of reports and dashboards for Phones/Tablets as well as PC's.

    But if that's not what you're looking for, then perhaps you could explain a little further for us, and tell us a bit more about what you are trying to achieve?

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