Reporting
- Enable Ebsta Reporting
- Add Ebsta Reporting fields to Salesforce Page Layouts
- Set up Out-of-Office and Left the Business Alerts
- Set up Missing Contacts & Out-of-Date Data Alerts
- Create an Ebsta Score Object in Salesforce
- Create an Ebsta Score Trending Report
- How to use Score to track the average for Closed Won & Lost
- How to create a Score vs Opportunity Stage Report
- How to create an Score vs Opportunity Stage Duration Report
- Create a User Email Activity Report in Salesforce
- Create a User Call Activity Report in Salesforce
- Create a User Video Meeting Activity Report in Salesforce
- Create a User Activity Report based on Salesforce Log in times
- How to create an Opportunities at Risk Report
- How to create an Opportunities Status Report
- How to create an Ebsta Analysis Dashboard in Salesforce
- How to create a Days Since Last Activity Custom Field
- Enable Ebsta's User Emails Custom Object