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Romina Chu (Unlicensed)

Rebecca Kornblum

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Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/716175201?h=e8efb5038f&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Application Panel Overview\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
Lead History
  • Contains a log of every action taken on the lead by the system or any user
  • Always the first section of the Application Panel
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/721568395?h=316dc4200e&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Lead History\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
Columns Displayed in Lead History
Column Name
Column Filter Type
Description
Action
Multi+search
Action performance at the time of
Status
Multi+search
Status at the time of
Actitivity
Multi+search
Activity at the time of
Date
Date+time
The date and time of action/status/activity
From
Multi+search
The user who was originally associated to the application
To
Multi+search
The new user who is associated to the application
By
Multi+search
  • The 
 perosn 
  • person who make the action
  • The action can also be performed by the system
Notes
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/719183099?h=683e5590a1&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Notes\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
  • Displays all the notes created via the Notes action tool, 
     follow ups
    Follow Ups, and 
     manager review 
    Manager Review notes for a lead
  • Displayed notes cannot be deleted
Columns Displayed in Notes
Column Name
Column Filter Type
Description
Note
Multi+search
Note content
Type
Multi+search
The type of the note
Date
Date+time
The date and time of note creation
Agent
Multi+search
The user who creates the note
Call Activity
  • Displays all call details, such as Talk Time, for all incoming and outgoing calls made to and from the lead
  • See Call Activity for more details
Document
  • Contains all credit report documents generated for the lead
  • Saved in downloadable formats
Columns Displayed in Document
Column Name
Column Filter Type
Description
File Name
Multi+search
The name of the file
Created By
Multi+search
The user who creates the document
Date Created
Date+time
The date and time of the document creation
Document Type
Multi+search
They type of the document
Assignment
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/723039510?h=d038626683&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Assignments Application Panel\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
Contains the list of all assigned agents to the lead
Columns Displayed in Assignment
Column Name
Column Filter Type
Description
Primary
Multi+search
Primary agent indicated by a green 
 checkmark
check mark
Agent
Multi+search
The name of the user
Job Title
Multi+search
The job time of the user
Phone
Multi+search
The phone number of the user
Date
Date+time
The date and time when the 
 assignemet 
assignment is executed
Ext
Multi+search
The 
 extention 
extension number of the user
Email
Multi+search
The email of the user