4 docs tagged with "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.

How the Business App Executive Report works: included sections and products, setup, delivery schedule, recipients, and notification settings.

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

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