Tips & Tricks – Scheduling Reports

At Altvia, we help you differentiate in the Private Equity and Alternative Asset marketplace by unleashing the power of your relationships and data. Our core solution is AIM, a flexible and integrated solution that works the way Private Equity thinks. Check out the video below to learn more about how AIM, the Private Equity CRM solution based on the Salesforce platform, and Salesforce users can take advantage of scheduling reports to be emailed to other users.