Call Records

Description

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

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

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.

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