In this video series we will cover the most commonly used Call Center and Campaign Reports. We will discuss the metrics than you can glean from these Reports. We'll show you how to identify pending Re-Calls and report on how many Re-Calls are scheduled for the future. We will also discuss how to locate Marketing Opportunities that have not been pulled into a Campaign and the best way to Target those leads while insuring Mutual Exclusivity on Filter Criteria within ALL of your Call Campaigns.
Out-of-the-Box Reports from improveit 360
Note: There is a downloadable PDF of the document shown in this video, at the bottom of this Help Article.
Call Results by Campaign and by Rep
Re-Calls by Campaign, group by Day
Marketing Opportunities that have not been pulled into a Campaign