Ads Reporting - Facebook

This article outlines how to utilize the Facebook Ads Reporting section within your CRM to view and analyze ad campaign data at multiple levels, including campaign, adset, ads, and demographic details.

Ads Reporting - Google

This article provides a detailed guide on accessing and interpreting Google Ads campaign data within your CRM's Reporting Tab, including metrics such as impressions, clicks, conversions, and financial performance.

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.

Appointment Reporting - Overview

This article explains how to use the Appointment Reporting section in your CRM to track and analyze outcomes, sources, and calendars of appointments, enhancing business performance evaluation.

Attribution Report - Conversion Report

This article details the Attribution Conversion Report section in your CRM, explaining how to track and analyze revenue, opportunities, and sessions to evaluate marketing and sales effectiveness.

Attribution Report - Overview

This article explains the Attribution Report section in your CRM, including the Conversion and Source Reports, which help track and analyze revenue from marketing efforts and sales sources.

Attribution Report - Source Report

This article outlines the Source Report section of the Attribution Report, detailing how to analyze revenue generation and sales percentages based on different data sources in your CRM.

Call Reporting

This article provides an in-depth guide on using the Call Reporting section in your CRM to analyze inbound and outbound call data, enhancing team performance and call management.

Call Reporting - Advanced Call Reporting Filters

This article details how to use Advanced Call Reporting Filters in your CRM to refine call data analysis based on various criteria like source, qualification, device type, and more, enhancing strategic decision-making.