Agent Reporting - Agent Call Metrics
This article provides a comprehensive guide to evaluating the calling activities of each agent in your team, offering insights on total calls, automation, manual actions, dialer usage, and incoming calls for better performance management.
Agent Reporting - Agent Efficiency
This article outlines the Efficiency Section in your CRM, showing how to evaluate individual agents' performance through metrics like total sales value, average sales duration, and sales velocity.
Agent Reporting - Agent Leaderboard
This article explains how to use the Leaderboard to assess team performance in managing opportunities and closing deals, highlighting features like rankings and points for each agent.
Agent Reporting - Conversions Reporting
This article explains how to track opportunities within various stages of sales pipelines using the Conversions segment of Agent Reporting in your CRM, aiding in informed decision-making to optimize sales.
Agent Reporting - Email Reporting
This article provides a detailed look at the statistics for email campaigns managed by individual agents or CRM users, including metrics like sent, opened, clicked, and replied rates.
Agent Reporting - Opportunities Reporting
This article provides insights into the performance of a CRM user in converting opportunities into sales, detailing metrics like total leads, open leads, won, abandoned, and lost leads.
Agent Reporting - Overview
This article describes how to monitor individual CRM user actions, including tracking opportunities, conversions, marketing campaigns, and overall performance, using detailed reporting features.
Agent Reporting - SMS Reporting
This article outlines how to view and analyze SMS activity stats by an agent or CRM user, detailing message statuses like sent, delivered, clicked, and failed for effective campaign management.