Can I schedule my reports and send to my colleagues periodically?
Yes, you can schedule reports delivery. After scheduling, reports are sent to the recipients' email ID with a link to access the specific report from the CRM - Reports module. You can also send the PDF document to the recipients.
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Tracking Reports
The Tracking reports section in the Reports module, is a robust dashboard that gives you a feel about everything in the entire live chat tracking operations. You can enter the Tracking Reports module, by clicking “Reports tab” on the left side of ...
Send Email
Send emails to the contacts in your CRM account by just tapping on the email address provided for the record. Go to a module and select a contact to whom you want to send an email. In the [Record] Details screen, tap on the email address.