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