Home Page Charts General With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s...
Report Generator General The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the...
Sales Funnel General With the sales funnel, for example, offers can be displayed according to their stages in the sales funnel. A...
Home Page Elements: Work hour reporting General Users can add elements aka widgets to their system’s front page and two of those elements are linked to the...
Reporting Contact Center Data in CRM General In addition to the numeric reports in the portal, the results of the calls performed in Contact Center and Contact...