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Romina Chu (Unlicensed)

Rebecca Kornblum

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Description

This article describes the Call Records in the Total Calls column of the Marketing Report.

Steps

  1. Select Marketing Report under the inSight tab.

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  2. Enter the report parameters in the Loan Purpose, Property State, Primary Agent, Date, and Branch fields.

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  3. Click Run Report.

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  4. The Marketing Report opens.

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  5. Click any call count in the Total Calls column.

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  6. The Call Records popup window opens.

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Info

Notes

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  • The total number of call records in the Call Records popup window should match the lead count in the Marketing Report.

  • The phone numbers

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  • appear as

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  • blue

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  • hyperlinks if phone permissions are On for the user

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  • . These numbers are available for click-to-

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  • call.

  • The

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  • Talk Times column displays the individual call times per campaign and should match the talk times in the

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  • Call Activity section of the leads in the campaign selected

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The total in this popup should match the lead count in marketing report

Columns and filter type of each column in Call Records

  • .

  • Click the Excel Export button to begin a download of a CSV file with all data shown in the popup, including the headers.

Columns

Column Name

Column Definition

Column Filter Type

Date

 The date/time on which the phone call was made

Date+time

Phone

 The phone number to or from which the call was made

Multi+search

Talk

time

Time

 Total call duration of the call (HH:MM:SS)

Number (seconds)

Current Status

 Current status in

inflow

inFlow the lead is in

Multi+search

Last

activity

Activity

 Current activity of the status in

inflow

inFlow the lead is in

Multi+search

Campaign

 The campaign to which the lead belongs

Multi+search

Borrower Email

address

Address

 The lead’s email address

Multi+search

Loan

rate

Rate

 Loan rate decided for the lead as mentioned in

inflow

inFlow

Number

Loan

balance

Balance

 Balance loan amount as mentioned in

inflowNumber

inFlow