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Basic Training
Reporting

Updated on September 8, 2022

Docy

Basic Training

Dashboard
Conversations
Calendars
- Calendars
  - Calendar Color Codes
- Appointments
  - Schedule New Appointment
Contacts
Opportunities
- Opportunities
  - Filter Opportunities
  - Create New Opportunities
- Pipelines
Payments
Marketing
- Social Planner
- Emails
  - Campaigns
  - Template
- Templates
- Trigger Links
  - Analyze
Automation
- Workflows
Sites
Reputation
Reporting
Settings

Reporting

Estimated reading: 1 minute 1755 views

Here are the articles in this section:

Google Ads Reporting

Facebook Ads Reporting

Attribution Report

Agents Reporting

Appointment Report

Articles

Google Ads Reporting
Facebook Ads Reporting
Attribution Report
- Conversion Report
- Source Report
Call Reporting
- Advanced Call Reporting Filters
Agent Reporting
- Opportunities
- Conversions
- SMS
- Email
- Leaderboard
- Call Metrics
- Efficiency
Appointment Report

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