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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 about 1 month 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 about 1 month ago in Dashboards & Reports 1

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 about 1 month 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 2 months ago in Contacts / Dashboards & Reports 1

Drill down in Activity Report

Not sure what more detail to add. Should be obvious from the descriptions above.
John MacGilvary 6 months ago in 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 about 1 year ago in Dashboards & Reports 3

Report showing leads by Label

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

Expand/collapse Today view widgets

As a recruiter, I want the option to shrink or collapse my New Lead and Followup panels in the Today screen, so I more easily see what I need if I have my “view leads per page” set to a high number.
Brokerkit Product Management over 2005 years ago in Dashboards & Reports / Recruiting module / Retention module 0

Report showing leads by status

A new report with these attributes: Columns by stage Rows for people by stage TTM production totaled by stage
Brokerkit Product Management over 2001 years ago in Dashboards & Reports 0

limit viewing activity report org rollup to staff users

No description provided
Brokerkit Product Management almost 2002 years ago in Dashboards & Reports / Organizations 0