See Which Agents are Performing the Best

Written by Erik Wantland

Last published at: December 9th, 2020

1. Track agent performance. Our customizable centralized reporting let's you know exactly how often your team is following up, including the number of appointments set, and amount of tasks completed. (Agent Activity Reporting)


2. Track and measure calls. Deep-dive call reporting outlines the number of touches your team has made, conversations that took place, and which conversations lead to appointments. (Call Reporting)


3. Identify leads that are slipping away. Our "Not Contacted Recently" gives insight on leads that haven't been reached out to in awhile and the agents assigned to those leads. (Best Practices Smart Lists

Next Step: Forecast Sales Pipelines