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4 docs tagged with "executive-report"

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Customize Executive Report

Learn how to hide/show and reorder Executive Report sections on a market-by-market basis to focus your client reporting on the areas where you provide value.

Executive Report Overview

Comprehensive guide to the Executive Report - your client's single source of truth for their online presence and digital marketing performance.

Executive Report: Leads

Track lead generation and customer interactions across all channels in the Executive Report, including phone calls, AI receptionist, web chat, forms, and messaging.

Projects

Create, manage, and track projects in Task Manager; communicate with teams and clients, and use Executive Report.