The Facebook Ads Reporting section within the Reporting tab will show you statistics about your current Facebook Ads campaigns. Quickly and easily view your Facebook Ads data without having to go into Facebook. You can view data on the campaign, adset, and ads level, as well as demographic data to view who your Facebook Ads ..
Category : Reporting
The Call Reporting section empowers you to monitor your inbound call data related to the phone numbers integrated with your CRM system. With this powerful tool at your disposal, you can effectively evaluate your team’s performance in managing incoming calls and gauge their efficiency levels. NOTE: Depending on your user permissions, you may not have ..
Appointment Reporting Appointment Reporting is a useful section that enables you to track and analyze all appointments created using your CRM calendars. This includes information about the outcomes of appointments, their sources, and the calendars used for scheduling. NOTE: Depending on your user permissions, you may not have access to all of the components. Filter ..
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. ..
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 ..