SI Lead Manager v7

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Reporting – How to Create a New Report (Outstanding Offers)

Version of SILM 7.0 and higher About This video walks you through how to create a new report that will show all the outstanding offers that have been made. more... During the video you will learn the following report creation … [Read more...]

Reporting – How to Edit a Report

Version of SILM 7.0 and higher About This video will show you how to make changes to an existing report. more... You may modify any of the report templates at any time by using the report designer. You may not modify the Data Sources once … [Read more...]

Reporting – How to Edit a Report’s Properties

Version of SILM 7.0 and higher About This video will show you how to Edit a reports properties. more... Report properties are how you tell SI Lead Manager about what the report is.  These properties are... Name - Simply the name of the … [Read more...]

Reporting – Overview of Reporting Tab

Version of SILM 7.0 and higher About This video will show you an overview of the Reporting Tab, explaining each area and how to use it. more... There are 3 main parts to the reporting tab that will help you manage your reports The Grid – … [Read more...]

Reporting: Tasks

Task reports have to do with all things Tasks.  Print out a simple one liner report that list all tasks that you need to do, or a detailed version that you can bring with you on a house call and take notes on. Reports Tasks - One Liner Tasks - … [Read more...]

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