report provides a look into how your employees are using the CallPotential software.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates.
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 have been determined to be associated with a Lead.
(D)Customer - The number of inbound calls that were marked as have been determined to be associated with a Customer.
Leads by Employee
(E) Employee - The employee whose usage is being referencedThis is the employee who created and/or removed the Lead.
(F)Location - The location where the employee worksLead was created.
(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 The location where the employee worksLead was created.
(K) Via Call - The number of
FollowupFollow-up calls.
(L)Via Text - The number of
FollowupFollow-up texts.
(M)Via Email - The number of
FollowupFollow-up emails.
(N)Overridden - The number of
FollowupsFollow-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 worksCustomer was created.
(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.
