Reports

Overview

• Reporting Overview

Breakdown

• Sales Pipeline Report
• New Clients Report
• Mass Message Report
• Automations Report
• Sales Report

Leaderboard/Today Page

• [App] Today Page User Guide
• Today Page - Reminders
• What is the clienteling Leaderboard?

General

• Current Pipeline Report
• Created Opportunities Report
• Associate Sales Pipeline Report
• Active Reminders Report
• Tags by Associate Report
• Conversations Report

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