LAYOUT | BOOK OF BUSINESS REVIEW

edited June 18 in Catalyst 4 Catalyst 3 comments

Difficulty Level: Walk

Time Investment: 15 minutes

The Book of Business Review layout is specifically designed to see a summary of revenue, forecast, health, opportunity, journey, adoption, and activity for multiple accounts so that you can assess risk/potential, and answer questions quickly, without having to rely on manual analysis.

The video below will guide you through:

Tagged:

Howdy, Stranger!

Sign In

To view full details, sign in.