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Additional Columns that Can Be Added (Hidden by Default)

Column Name

Column Filter Type

Description

Lead Vendor

 Multi+search

Lead vendor of the campaign as mentioned on the Campaign Details page

Start Date

 Date+time

Start date of campaign as mentioned on the Campaign Details page

Number of Prospects

 Number

Number of prospects posted to the campaign

Conversion Rate

 Number

Percentage of leads New Deals converted from prospects to applications
(Number of Prospects/Total Leads)New Leads

To see the field that drives New Deals get with support or your Customer Success Manager

Campaign Cost

 Number

The total loan amount generated per campaign
(Total Loan Amount/Campaign)

Cost/Call

 Number

The total loan amount generated per call
(Total Calls/Total Loan Amount)

Calls/Prospects

 Number

Total number of calls made per prospect
(Total Calls per Campaign/Total Number of Prospects per Campaign)

Credit Transfer

Number

Allows the user to link specific organization statuses to the Transferred category. The count increments if the lead is moved into the status that is selected.

Lock

Number

Based on Library Field (Rate Locked Date) and automatically increments if this becomes populated.

Lock/Transfer

Number

Allows the user to link specific organization statuses to the Transferred category. Any lead moved into this status during the selected time frame would appear in the Marketing Report.

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