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Description

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

Select Marketing Report under the inSight tab.
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Enter the report parameters in the Loan Purpose, Property State, Primary Agent, Date, and Branch fields.
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Click Run Report.
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The Marketing Report opens.
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Click any call count in the Total Calls column.
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The Call Records popup window opens.
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Info

Notes

will open

window should match the lead count in the Marketing Report.
The phone numbers appear as blue hyperlinks if phone permissions are On for the user. These numbers are available for click-to-call.
The Talk Times column displays the individual call times per campaign and should match the talk times in the Call Activity section of the leads in the campaign selected

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

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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

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

)Number (seconds

)
Current Status	Current status in inFlow the lead is in

Multi+search


Last Activity	Current activity of the status in inFlow the lead is in

Multi+search


Campaign	The campaign to which the lead belongs

Multi+search

Borrower Email Address

The lead’s email address

Multi+search

Loan Rate

Loan rate decided for the lead as mentioned in inFlow

Number

Loan Balance

Balance loan amount as mentioned in inFlow

Number