Overview The CRM allows users to access call recordings directly from a contact’s conversation timeline. This feature is particularly useful for reviewing specific interactions with a contact. Detailed Steps: Search for the Contact: Open the Conversation Timeline: Find and Listen to Call Recordings: Note: The conversation timeline displays the most recent activities at the top. ..
Archives : August-2024
Advanced Call Reporting Filters The Advanced Call Reporting Filters provide you with the flexibility to refine your call data based on various criteria, such as source type, qualification, first-time caller, top pro campaign, call direction, call status, device type, call duration, keyword, campaign, landing page, and referrer. Utilizing these versatile filters allows you to dive ..
Overview Within the Attribution Report, there’s a Source Report section where you can track and analyze the revenue generated and percentage of sales based on metrics such as contacts in your CRM, opportunities, and sessions. This section also displays the sources of your conversions and the attribution linked to each source, which provides more detailed ..
Attribution Conversion Report The Attribution Conversion Report section enables users to track and analyze revenue generated and the total percentage of sales based on various metrics such as contacts in the customer relationship management (CRM) system, opportunities, and sessions. This section is ideal for keeping track of the success of moving leads through sales processes ..
In the Attribution Report section, you can access both the Conversion Report and Source Report. The Conversion Report offers users the capability to track and examine revenue generated from various marketing efforts, helping you understand which campaigns or initiatives are driving the most conversions. On the other hand, the Source Report section allows you to ..
Here you can view the stats for the SMS activities performed by an agent/ CRM user. Within the SMS section, you have access to a detailed overview of text message activities carried out by an agent or CRM user. This includes a comprehensive display of the total count and corresponding percentages for various SMS statuses, ..
Here you can view the stats related to the opportunities owned by the selected CRM user and how they are doing in terms of converting opportunities into sales. In this section, you can examine the statistics associated with the opportunities managed by the chosen CRM user and assess their performance in terms of converting these ..
Here you can view the stats for the Email campaigns run by an individual agent/ CRM user. Within the Email section, you can examine the statistics pertaining to email campaigns executed by each individual agent or user. This includes a comprehensive overview of the total number of emails, along with percentages that represent various key ..
Here you can track the activities performed by each CRM user. In this section, you have the ability to monitor the actions carried out by every individual CRM user. This comprehensive view allows you to observe various aspects such as opportunities, conversions, SMS and Email marketing campaigns, performance leaderboards, call metrics, and overall efficiency. By ..
The Leaderboard provides a comprehensive overview of the performance of each team member in terms of managing opportunities and securing won deals. This valuable tool allows you to easily compare and assess the effectiveness of individual agents by displaying their names, rankings, and total accumulated points. Stats Filter The filtering tab in this section ..