How-to: Set up report Total Pipeline (CRM)
This report shows the total pipeline (planned amount) for all sales cycles.
Configure the parameters according the below screenshot:
The security can be set by linking the correct roles to either the
report group or
report itself.
Below you can see a screenshot of the report itself:
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
General |
Document ID: |
21.673.323 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
19-10-2012 |
Release: |
245 |
Attachment: |
|
Disclaimer |