In this session, we discuss the Reporting features of AgencyZoom and the capabilities of the Activities section.

Key Takeaways:

1 . Reporting Overview - which reports are available in AgencyZoom

2. Breakdown of Activity - manually vs. automatically tracked activity

3. Overview of the Activities Section

4. Strategies for using your reporting data

In the system Walkthrough, we demonstrate how to access reports and which parameters can be customized, along with features of the Activities section and how you can set up to manually log custom activities.

For assistance, you can start a live chat with our Support Team by clicking the blue chat bubble on the bottom right of the screen. Support is available between 9am and 5pm EST, Monday - Friday.

(Messages sent outside of those hours will be answered ASAP on the following business day.)

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