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Additional columns can be added to the report.
Column totals are listed at the bottom of the report.
Results can be grouped by column.
The Totals row contains the aggregated data of the respective columns.
Column Name | Description |
|---|---|
Referral Partner Type | Type of referral partner |
Referral Partner Name | Name of referral partner |
Referral Partner Status | Status section that the lead is currently in |
Referral Partner Branch | Branch of the referral partner |
Primary Agent | Agent initially assigned to a lead |
Referral Partner Company | Company of the referral partner |
Total Leads | Total amount of leads |
Conversion Rate | Amounts of lead provided/funded |
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