Entities

The majority of the data that AgentPRO will store on your behalf is stored within Entities.  Entities are like your data buckets.  It is where you can control what is stored, in what format, and what relationships may exist between different entities.

 

Data Tables

The Data tables are the virtual collections of data that are accessed in reports and dashboards.  That data will either come from an external source, such as your phone system, or from data entry, for which a User will actually fill out a form directly within AgentPRO.

Forms

 

Forms in AgentPRO control how you view the input side of Entities.  Our forms are controlled directly within the Entity Builder and do not have a separate module.

 

Scoring

 

Any form can be scored.  One of the most common score elements within AgentPRO is a Quality Assurance form.  Our scoring is measured in measured as totaling the Earned points and dividing by the Possible points on an individual record.

Updated on June 11, 2018

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