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Cómo acceder y utilizar los informes del programa de referencia

Introducción

Obtenga información sobre cómo acceder y personalizar los informes de socios de referencias siguiendo los pasos que se indican a continuación.

Instrucciones paso a paso

1 - Ingrese a CRM> Informes> Socios de referencia.

2 - Para ver un informe, haga clic en el título del informe.

3 - Para borrar los resultados de la búsqueda, haga clic en el botón Inicio.

4 - Para crear un filtro para este informe, haga clic en el botón Editar Criterios / Columnas.

5 - Utilice las pestañas en la parte superior para navegar por todos los filtros disponibles.

6 - Haga clic en la pestaña Columnas para personalizar los campos que aparecen en el informe.

7 - Una vez que haya completado la configuración de su informe, haga clic en el botón Guardar (y marque la casilla para agregar el informe a su panel de control).

8 - Haga clic en el botón Acciones para ver todas las opciones disponibles.

Por ejemplo, puede exportar el informe a un archivo .csv desde aquí.

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