Knowledge base › Agency View
Agency View
Agency Dashboard
- Agency Dashboard - SaaS Analytics & MRR
- Agency Dashboard for Rebilling
- Agency Dashboard Overview: Summary, SaaS, and Reselling Metrics
- Chat To Clients CRM vs Profitwell vs Stripe MRR
- How to Read Dashboard Metrics for Revenue MRR and Reselling
- Selling Marketplace Snapshots with SaaS Plans
- Summer of AI: Agency Landing & Access Control
Prospecting Tool
- Bulk Prospecting in Chat To Clients CRM
- Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)
- How Prospecting creates contacts in your CRM
- How to Reach Out to Prospect Leads Generated via the Prospecting Tool
- How to Resell and use Prospecting Tool for Sub-Accounts
- Manage Prospect Statuses and Onboarding in Prospecting
- Prospect AI Activity Center & CRM Pipeline Integration
- Prospecting at Sub Accounts
- See all 15 articles
Core Functionality
- Create and Customize Prospecting Widgets for Your Website in Chat To Clients CRM
- How to Customize Your Prospect Report Layout
- How to delete a prospect (Agency view)
- How to find Leads for your business using Prospecting Tool
- How to Generate Leads Using the Chat To Clients CRM Prospecting Tool
- Prospecting Tool - Customize and Reorder Your Report Sections!
- Service Area Businesses in Prospecting: Search, Audit, and Generate Heatmaps
- Step by Step how to generate Prospects by AI
Marketing Audit Reports
- Analysing Website Performance of a prospect in the Marketing Audit Report
- Multilingual Prospect Report Sharing (Prospecting Tool)
- Prospecting Tool: Grading Sheet and Sidebar in Marketing Report
- Step-by-Step Guide on Customizing Audit Report Sections
- Understanding the Differences Between Free and Premium Marketing Audit Reports
- Understanding the Grades in Your Marketing Audit Report
- Workflow Action: Generate Marketing Audit Report
Premium Prospecting
- Free vs Premium Prospecting in Chat To Clients CRM
- How to find Business Maps URL for your Virtual Businesses to Generate Accurate Reports
- How to Use Google Ads Detection in the Prospecting Tool
- How to Use SEO Heatmaps in Chat To Clients CRM’s Prospecting Tool
- Prospecting Tool - Fully Customizable Prospect Report Builder
- Technostack Analysis: Understanding the Digital Marketing Ecosystem of Your Prospects
- Workflow Trigger for New Prospects in the Prospecting Tool