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) Call - The number of Followup calls.
Collections Completed
(L) Employee Name - The employee whose usage is being referenced.
(M) Location - The location where the employee works.
(N) SMS - The number of Collection texts.
- (O) Email - The number of Collection emails.
- (P) Call - The number of Collection calls.
(Q) Overridden - The number of Collections not completed due to a Promise to Pay.
