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Leads Details – Engagement Report

Leads Details – Engagement Report

Owned by Romina Chu (Unlicensed)
Last updated: Oct 06, 2022 by Rebecca Kornblum

 

  • The popup contains lead details that reflect information in inFlow such as Primary Agent, Current Status, Last Activity, First Name, Last Name, etc.

  • It indicates the action item type sent out to the application.

  • Export data using the Excel Export button.

Filter Type of Each Column

Column Name

Column Filter Type

Column Name

Column Filter Type

Date

Date+time

Action Type

Multi+search

Campaign

Multi+search

Primary Agent

Multi+search

Current Status

Multi+search

Last Activity

Multi+search

Last Name

Multi+search

First Name

Multi+search

Email Address

Multi+search

Phone Number

Multi+search

 

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