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Remote Service Technology - Report

R
Written by Renee McNeese
Updated over a month ago
  1. From the Preo home page click "360 Dashboard" from the right hand toolbar.

  2. Use the filters to revise the export to show only the items you want to see. For example, if you only want to see certain Remote Service Technology Types use the drop down and highlight the needed items. I would also recommend setting the stage to include only those deals that have been submitted by sales for processing.

  3. Once you have all the filters set you can use the export button.

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