Overview
The Communications tab information offers a holistic view for Admins to understand total client touch points by Agents - a great coaching opportunity, and helpful addition to the Vitals suite of tools!
Frequently Asked Questions
Do these numbers show automated communications, manual communications, or a combination?
This shows a combination of both.
Is there a way to filter automated versus manual communications?
Not at this time. However, Source Performance is accessible to all which indicates activity by source.
To learn more about Source Performance, click here.
Are there any filter options (outside of the date range) that can be applied? For example, group by Team, or Office?
Yes, it is filterable by Company, Office, Team, and individual Agent.
What are the date range filters available?
The date range filters are the same as within Source Performance section: 7 days, 14 days, month, 3 months, 6, 12, and custom.
Please Note: If a custom date isn't selected the range will not appear.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!