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Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Calls by Employee
(A) Employee Name - The employee whose usage is being referenced.
(B)Location - The location where the employee works.
(C) Lead - The number of inbound calls that were marked as a Lead.
(D)Customer - The number of inbound calls that were marked as a Customer.
Leads by Employee
(E) Employee Name - The employee whose usage is being referenced.
(F)Location - The location where the employee works.
(G) Created - The number of Leads created.
(H)Removed - The number of Leads that have been removed or cancelled.
Follow-ups Completed
(I) Employee Name - The employee whose usage is being referenced.
(J)Location - The location where the employee works.
- (K) Via Call - The number of Followup calls.
- (L) Via Text - The number of Followup texts.
- (M) Via Email - The number of Followup emails.
- (N) Overridden - The number of Followups not completed due to a Delayed event.
Collections Completed
(LO) Employee Name - The employee whose usage is being referenced.
(MP)Location - The location where the employee works.
- (NQ)SMS Via Call - The number of Collection textscalls.
- (OR) Email Via Text - The number of Collection emailstexts.
- (PS) Call Via Email - The number of Collection callsemails.
(QT)Overridden - The number of Collections not completed due to a Promise to Pay.
