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- Sales CRM
  
  Last access: 16 Jun 2021, 10am
- Service Desk
  
  Last access: 16 Jun 2021, 10am
- Sales Online
  
  Last access: 16 Jun 2021, 10am

Pham Duc Hieu
Duchieuna@gmail.com
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Analytics
Leads
Contacts
Accounts
Deals
Forecast
Sales Orders
Product
Quotation
Tasks
Others
- Schedulers
- Store
- Invoice
- Campaign
- Reports
Menu Setting

Menu Setting

Arrange the features button in the menu bar

Analytics

Leads

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Accounts

Deals

Forecast

Sales Orders

Product

Quotation

Tasks

Schedulers

Store

Invoice

Campaign

Reports

Reports
Add New

Name

Description

Master table

Add child table

with without

Add Filter for Accounts

of these conditions are true

Fields

Operator

Value Value in other field

with

Add Filter for Deals

of these conditions are true

Fields

Operator

Value Value in other field

Link crossed table

Display column

Add Filter for Task

of these conditions are true

Fields

Operator

Value Value in other field

Aggregation
Chart
Raw Data (Grid)

Master column

Group by

Value Columns

Aggregation Column

Add Aggregation Column

Column Name

Formula

Fields

When the follwing condition is met

Fields

Operator

Operator

|

Formula Column

Add Formula Column

Column Name

Format

Aggregation Column

SUM: Field 1

COUNT: Field 2

Formula 1

AVERAGE: Field 3

Display

records Sort by Order

Charts

Statistic Cards

Add New Statistic Cards

Show me

The following columns

All Columns

Status column

Status column 1

Status column 2

Status column 3

Group by (1)

SUM: Field 1

COUNT: Field 2

AVERAGE: Field 3

Group by (2)

SUM: Field 1

COUNT: Field 2

AVERAGE: Field 3

Add Status Column

Name

Column Type

Default Value

Value changes when:

Value #1

Add Filter

of these conditions are true

Fields

Operator

Value Value in other field

Value #2

Add Filter

of these conditions are true

Fields

Operator

Value Value in other field

Fields

Operator

Value Value in other field

Column Format

Display values

Normally with colour

with symbol

As a Label with colour

with symbol

As a Symbol only with colour

Preview

Value - Symbol Symbol - Value

Add New Chart

Chart Name*

Category Labels*

Group By*

Data Values*

with fomula*

Series

Group By

Chart Type*

Add New Statistic Cards

Card Name*

Card Label*

Return Values

Single Value Multiple Values (Dropdown fields only)

Category

Group By

Data Values*

with fomula*

Lead Status
New Lead Status 4
Lead Status
Working 4
Lead Status
Done 4

You can change the order and adjust the width of the columns. Save the setting to fit the screen

Add child table

with without

Call
Detail

Anne Lynch

CIO

60

Company

Cyberdince System Corp

Best time to contact

This Friday

Calling 0965916288

00 : 00 : 00

Purpose of the call

Call outcome

Call

Anne Lynch

CIO

Calling 0965916288

Question 1:

Câu hỏi 2:

Câu hỏi 2: