How can I customize analytics reports in my CRM?
An example of an AI chatbot conversation about customizing analytics reports in CRM systems.
How can I customize analytics reports in my CRM?
You can customize analytics reports in your CRM by selecting specific metrics, filters, and visualizations that suit your needs.
What types of metrics can I include in my reports?
You can include metrics like sales performance, customer engagement, lead conversion rates, and more.
Can I schedule these reports to be sent automatically?
Yes, most CRMs allow you to schedule reports to be sent via email at regular intervals.
Is it possible to share these reports with my team?
Absolutely! You can share reports with your team members directly through the CRM or export them in various formats.
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