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CRM Analytics Companies Introduction

A company in the CRM Analytics app is a profile for the generated PDF files. This profiles are providing a header and a footer in the generated PDF files. 

In each company we could drag and drop an image, text and date in the header or footer columns. These will be automatically saved and added automatically to the PDF files. 

How is possible to add a company to a PDF file?

  • First step is to create a company in the Analytics app -> Companies.

  • Then, in the Overview page and in the Platforms pages we could select a company when we're clicking on the Export button -> Print.

  • The companies could be selected even in the Newsletter reports. 

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