This page is currently under construction. Please check back later.
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 - 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 - 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 - The employee whose usage is being referenced.
(J)Location - The location where the employee works.
- (K) Via Call - The number of Followup Follow-up calls.
- (L) Via Text - The number of Followup Follow-up texts.
- (M) Via Email - The number of Followup Follow-up emails.
- (N) Overridden - The number of Followups Follow-ups not completed due to a Delayed event.
Collections Completed
(O) Employee - The employee whose usage is being referenced.
(P)Location - The location where the employee works.
- (Q) Via Call - The number of Collection calls.
- (R) Via Text - The number of Collection texts.
- (S) Via Email - The number of Collection emails.
(T)Overridden - The number of Collections not completed due to a Promise to Pay.
