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Building Salesforce Reports with ClosePlan Data
39 min
Course Overview
Reporting Using Closeplan Data
How to Make Reporting Possible
2 min
Creating Custom & Commonly Used Fields for Closeplan Reporting
Overview
1 min
Creating Commonly Used Formulas
4 min
Creating Scorecard Category Score
4 min
Creating Playbook Event Checklist Progress %, Event Status
4 min
Creating Relationship Map Individual Stakeholders Attributes
4 min
Updating Scorecard Category and Playbook Event fields in Reports for Deployed Templates
4 min
Creating a ClosePlan Forecast Call Report
Overview
1 min
Step 1: Create Custom Fields & Configure Fields
5 min
Step 2: Create Custom Report Type
5 min
Step 3: Create the Report
5 min
End of Course Survey
End of Course Survey
End of Course Survey
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