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Pouneh Goldooz
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we can create agent wise report which is very basic
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Pouneh Goldooz
July 1, 2026
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Dinesh Kumar
Thanks for flagging this Pouneh Goldooz ! To help us scope it right — are you looking for a simple breakdown per agent (e.g., calls handled, opportunities closed, response time) that's easy to set up without custom fields? And could you confirm which plan you're currently on? Agent-level reporting today lives behind our Agency Pro plan — if you're on Starter/Unlimited that would explain why you're not seeing it
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September 5, 2026
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