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Call Records

Call Records

Owned by Romina Chu (Unlicensed)
Last updated: Jan 20, 2025 by Rebecca Kornblum
2 min read

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.

    image-20250120-205452.png

     

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

    image-20250120-205958.png

     

  3. Click Run Report.

    image-20250120-211306.png

     

  4. The Marketing Report opens.

    image-20250120-211453.png

     

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

    image-20250120-220710.png

     

  6. The Call Records popup window opens.

    image-20250120-220816.png

 

Notes

  • The total number of call records in the Call Records popup 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.

  • 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

Date

 The date/time on which the phone call was made

Phone

 The phone number to or from which the call was made

Talk Time

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

Current Status

 Current status in inFlow the lead is in

Last Activity

 Current activity of the status in inFlow the lead is in

Campaign

 The campaign to which the lead belongs

Borrower Email Address

 The lead’s email address

Loan Rate

 Loan rate decided for the lead as mentioned in inFlow

Loan Balance

 Balance loan amount as mentioned in inFlow

 

 

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