Historical Reports
What are Historical Reports?
Historical reports are any records from the past, either pertaining to the progress of the leads overtime or the performance of team members in the past.
Why are historical reports important?
Data is undoubtedly one of the most valuable resources. From giving insights into what target audience to market to, to determining the progress and productivity of the team, to forecasting future sales, historical reports are helpful in varied ways.
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- Create and prioritize campaigns. Add leads. Assign users.
- Create customizable customer details forms and message templates. Add attachments.
- Get complete lead history. Make calls through auto dialer.
- Send instant WhatsApp, email and SMS without saving customer details manually.
- Set follow-ups and never miss a single lead.
- Prioritize leads and assign tasks to other members.
- Get sales pipeline overview and call reports.
- Track and manage team performance.
- Get both direct and custom integrations. Capture all the leads in one place.
- Access the Marketplace for value-added services.
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