CRM Calls Analytics
Upload Meritto leads CSV and Ameyo calls CSV. Then view analytics.
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First-time setup
Create Admin
Use only if no users are present.
Date range
Refresh Analytics
Upload Meritto CSV
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Upload Ameyo CSV
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Calls per Owner
Owner
Total Calls
Connected
Unique Numbers
Leads Status (Assigned / Called / Untouched)
Owner
Assigned
Called
Untouched
Owner Drilldown
None
Time
Phone
Agent
Disposition
Class
Meritto Owner
New Owner
Lead Owner Movement
Move ownership of a specific phone and keep history.
Move Owner
Load Movement Log
Phone
From
To
Effective From
Effective To
By
Reason
Owner Name Mapping
Map Ameyo User Name to Meritto Lead Owner name (canonical).
Save Mapping
Ameyo (canonical)
Meritto (canonical)
Note
By
At