I've had multiple clients ask what kind of reporting is available. It would be really nice to have a "Reports" section where we could generate at least basic reports to start.
Features of Reports:
Generate PDF
Export to CSV/Excel
Setup a Recurring Report that is generated and emailed out to someone automatically each month.
Types of Reports:
Source Report - How many leads came in from what source during a specific date range.
Tags Report - How many leads were given a specific tag during a specific date range.
Won Report - How many leads were won during a specific date range.
Lost Report - How many leads were lost during a specific date range.
Abandoned Report - How many leads were abandoned during a specific date range.
Average Response Time - This report would show how long it is taking for staff to respond to incoming messages.
HIGHLVL-I-477