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Report Designer

Last post 12-21-2015 10:25 AM by Method_Loi. 1 replies.
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  • 12-16-2015 1:28 PM

    • Erika
    • Not Ranked
    • Joined on 11-13-2015
    • Posts 1

    Report Designer

    Reply Contact

    Hello,

    I have created a report for New Leads but, I want to be able to run the report for just one Lead at a time not all the leads at once. When we put new leads into our old sysytem (ACT) we print off a Lead Sheet for the new potential client. I want to be able to continue this. Can I get any advice?

    Thanks!!

    Erika

  • 12-21-2015 10:25 AM In reply to

    Re: Report Designer

    Reply Contact

    Hey Erika,

    Are you looking to have one lead per page or just one lead to be printed out. What kind of information did you want printed off with the lead sheet? Just the contact information?

    -- Loi

    Loi Nguyen
    Community Support Specialist
    Method:CRM
    l.nguyen@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
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