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Overview

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The Real Estate (RE) Agent Report shows you Partner information for Buyer and Seller Agents associated with the lead. Creating a Partner in a Web Application or Mobile Application as a Buyer/Seller Agent will add them to the RE Agent Report. The results can also be filtered in the following ways to allow you to gain insights into your partners differently.

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  • Additional columns can be added to the report.

  • Column totals are listed at the bottom of the report.

  • The Totals row contains the aggregated data of the respective columns.

  • Columns can be ordered in ascending or descending order by clicking the column header or selecting it in the column dropdown. Additionally, columns can be reordered by dragging the column header.

  • More statuses can be added/removed. The statuses displayed are configured according to each organization.

Info

See the Campaign article for more information about campaign data contained in the Real Estate Agent Report.

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Info

See Creating a Partner: Web Application or Mobile Application to see how to view the fields associated with your partners.

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