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Column Name | Description |
|---|---|
Referral Partner Type | Type of Referral Partner selected from the drop-down list of Referral Partner Types |
Referral Partner Name | Name of Referral Partner |
Referral Partner Status | Dispalys the Pipeline Status where the application is currently |
Referral Partner Branch | Branch of the Referral Partner |
Primary Agent Name | The agent that was initially assigned to a lead |
Referral Partner Company | Company of the Referral Partner |
Total Leads | The total amount of leads |
Conversion Rate | Amounts of lead provided/funded |
Ability to Group by
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Column
The Referral Partner Report results can be grouped by column.
Example:
Select the column header that you want would like to group the results by. In this example, we will use Primary Agent Name.
Drag it the column by the column header into the row above.
This will now sort the results by Primary Agent Name.
| Info |
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See Creating a Partner: Web Application or Mobile Application. This will show you the fields associated with your Partners. |
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