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 Follow-up calls.
- (L) Via Text - The number of Follow-up texts.
- (M) Via Email - The number of Follow-up emails.
- (N) Overridden - The number of 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.
