Reporting

These videos will explain the reporting features offered by AddressTwo's simple CRM and how to add new users in the system.

Basic Reporting Features
This video explains the basics of reporting in AddressTwo through the tasks and histories under different users. It also briefly touches on how Sa...
Fri, 12 Jun, 2015 at 11:42 AM
Adding New Users to your CRM
A video explaining how to add new users into AddressTwo. It will also cover the different types of user roles we have in our simple CRM for repo...
Fri, 12 Jun, 2015 at 11:41 AM
Query - No History & No Open Tasks
Steps to find contacts that have not been contacted or have no tasks assigned to contact them in the future. Step #1 - Open a query  Step #2 - Choos...
Tue, 29 Dec, 2015 at 9:47 AM