Review activity and sources
See agent activity and lead-source reports, with reporting groups for the sources stored on your leads.
Team visibility
Understand the work behind the pipeline.
Look beyond a single record. See activity, conversations and transaction progress across the date range you need, while keeping the agency’s permissions in place.
Reporting
Built into your everyday work.
Understand calling
Review attempts, connected conversations, follow-ups and talk time. Call history preserves the original agent and list attribution.
Follow transaction progress
Review deals, appointments and property reports alongside the work that produced them.
Keep goals visible
Manage agent goals and review leaderboard views. Reports respect the same record visibility as the rest of the workspace.
A closer look
What you can do.
- Overview and agent activity
- Lead-source reporting and source-specific views
- Call activity and conversation metrics
- Deals, appointments and properties
- Agent goals and leaderboards
- Date ranges and permission-scoped results
Source reporting uses stored lead attribution. It does not imply a live integration with a listing portal or advertising service.