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Adding birthdays and anniversaries to the Retention Agenda daily emails

In the retention agenda email that goes out make birthdays and anniversaries visible so managers can reach out to their own agents to congratulate them.
Jadwin Williams 2 days ago in Dashboards & Reports / Emails 1

Have BOTH "Month Joining" and "Date Joined" on the Pipeline Report Tool

We cannot wait to have a fully functioning pipeline report!
Guest about 1 month ago in Dashboards & Reports 0

filter by "This Day" in the activity report

To be able to filter by "This Day" in the activity report to see what my team has done during the day.
Guest 3 months ago in Dashboards & Reports 2

Add to Activity Report # Offers Sent

We use this measurement to see how engaged they are with their recruiting leads. It's a clear indicator of the seriousness of their engagement with a prospect and gives better clarity to the pipeline numbers.
John MacGilvary 5 months ago in Dashboards & Reports 1

Report of recruiting leads by source

Report where you can see over a timeframe the leads by their source and what their status is to track the ROI on lead sources
Brokerkit Product Management 5 months ago in Dashboards & Reports 0

Drilldown to contacts in Recruiting Activity Report

The director holding his/her team of recruiters accountable to the work denoted on the activity report. The director could easily see who they called, and the notes taken by easily getting access to the list of prospects via this hyperlink.
John MacGilvary 5 months ago in Dashboards & Reports 1

Customize ratings names

we would use this tool more if we could customize the rating names and/or add more of our own.
Jadwin Williams 6 months ago in Contacts / Dashboards & Reports 1

Filter for custom date range on Activity Report

Recruiting Activity Tracker pulls data by month whereas the engagement data is pulled by days and this makes it difficult to accurately track how what the engagement was on the number of emails sent because they use differing date ranges.
Guest over 1 year ago in Dashboards & Reports 3

Drill down in Activity Report

Not sure what more detail to add. Should be obvious from the descriptions above.
John MacGilvary 11 months ago in Dashboards & Reports 1

Report showing leads by Label

I don't know what else to add. It is a pretty simple report.
Liz Persico over 1 year ago in Dashboards & Reports / Labels 1