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Agent Report Overview

STEP 1: Log in to your Vintory CRM account

Switch to an Account

(Drop down menu on the upper left corner of the screen)

  • Choose a partner where you want to add the contact/s.

STEP 2: In the sidebar menu, go to Reporting

STEP 3: Go to Agent Reporting. You can filter the date range and the name to by single or multiple user to view the report. In Leaderboard, you can see those who got most Won Opportunities