Agent Reporting - Overview

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 6:33 PM by Belinda Henry

   

Agent Reporting - Overview

There are a number of different tabs to explore when it comes time for reporting in your system, and the "Reporting" tab is no exception. The “Agent Reporting” sub-tab will let you know the stats on your team and users within your system.

You can track opportunities, conversions, what email or SMS messages were manually sent out by whom at any given moment, call metrics, and efficiency metrics.

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