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Corporate (CRM) – Analysis

Corporate (CRM) – Analysis

Owned by Michelle Russell
Aug 17, 2024
1 min read

A history of monthly sales revenue for a selected Corporate Account can be viewed in the Analysis tab of the CRM module. Yearly totals are broken down by month & displayed for the previous five years, including the selected G/L Year. The totals may be viewed as foreign currency amounts by selecting the [image-20240816-141325.png ] checkbox.

The Analysis Tab of the CRM Module

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