The Query Builder helps you generate custom reports, and extract desired data in mails and document templates used for mail merges. Typically, database specialists or system administrators design queries to extract data that match specific conditions. Sales and marketing personnel can then use these queries to generate custom reports to meet their specific requirements without having to possess any knowledge of the system database. To access this option, go to Main Menu|Settings|Reports and Queries|Query Builder.

Building queries involves specifying conditions for extracting the desired data from the system database. For example, if you want to extract data for profiles that offer opportunities with at least 80% probability, you should join the tables of profiles and opportunities. Then you should specify the conditions for display by selecting the required fields. You can then use this query to generate a report or write a business letter that includes this data.