Basic Opportunity Reporting in Applied Epic

Your organization has the ability to capture every step of your sales process by leveraging Applied Epic Opportunities. In this case study session, a fellow agency will review best practices for entering useful data into your database. They’ll also explain how to use the Applied Epic Report Writer to generate easy to consume pipeline, hit ratio and new business reports. This entry level reporting session will teach you how to make slight modifications to the canned Applied Epic reports to best meet your needs.

Skill level: Intermediate
Product: Applied Epic
Target Audience: Operations, Sales
Presenter: John Gage, Knight Insurance Group
Length: 60 minutes
Price: FREE for Advantage Members