• Getting Started with Agency Reporter/Starter READ ME FIRST

  Getting started with Agency Reporter and delighting you boss and clients with on demand marketing dashboards and scheduled reports.Few readers

• Setting Up Your Agency Starter Master Account

  Setting up your ActiveDEMAND Agency Reporter Master Account. Once this is complete, you can begin to add your agency client accounts and start reportingSome readers

• Creating a New Agency Reporter Client Account

  How to Create new Agency Reporter client accountsFew readers

• CRM Integration for Agency Reporter

  Connecting your CRM (Pipedrive, Zoho, FreshSales, Salesforce, Nimble, Pipeline Deals) to ActiveDEMAND Agency Reporter and report revenue to your clientsSome readers

• Agency Reporter - Revenue Reporting

  Setting up revenue reporting in Agency Reporter by ActiveDEMAND from Lead IntuitionFew readers

• Agency Reporter - Sales Reports

  Setting up sales reports in Agency Reporter from ActiveDEMANDSome readers

• Setting Up Sales/Marketing Pipelines in ActiveDEMAND

  Setting up Deal/Opportunities pipelines in ActiveDEMANDFew readers

• How do I manually create a Deal for a contact using ActiveDEMAND CRM?

  Adding new deals manually to ActiveDEMAND CRMFew readers