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Creating CRM Reports

Each agent can use their Agent ConsoleVirtual Contact Center's browser-based graphical user interface (GUI) used by Agents to manage customer interactions. account to create and save CRM reports that summarize their customer and case activity.

CRM reports can be viewed in a browser window. If your computer has Microsoft Excel installed, you can generate a report as an Excel spreadsheet.

Creating CRM reports involve:

 

See Also

 


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