What are the different types of reports that are available?
Tabular Report, Summary Report, and Matrix Report are the different types of reports that are available in CRM.
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What types of notifications are available?
While creating a task or event in CRM, you can set two types of reminder for it. They are: Alert through Email - On selecting this option, you can receive reminders for your tasks or events through emails. Alert through Pop up - On selecting this ...
Reports
email marketing provides real time reports of your own campaigns and reports of email marketing sent by other users in your organization. The difference being, your email marketing report can be viewed in detailed, whereas, viewing another user's ...
Reports
CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In CRM, standard reports are provided in various modules, which can be either used as it is or customized ...
Types of Chat Monitors
User Name : If you want to monitor all the conversation of a specific agent with the visitor, then select the name of the agent from the User Name drop-down that is populated with the list of available agents. IP Address : If you want to monitor ...
Types of Web Embeds
Not only can you customize your buttons, widgets, and chat windows to match your brand’s look-and-feel, but we also give you the freedom to choose where and how you include live chat, and give you multiple options of how to display to your customers ...