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Report Features

Choose Custom, Saved, Revenue, Status, Policy & Call Reports

Clu Connors avatar
Written by Clu Connors
Updated over 3 years ago

Pull reports on revenue, status, policies, call logs and create custom & saved reports.
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Intro & Custom Reports @ 0:00

Status Reports @ 1:26

Saved Reports @ 4:06

Revenue Reports @ 2:56

Policy Reports @ 2:06

Call Logs @ 2:21


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