Success Assurance Reporting 11-19-2020

Visibility into your concierge performance just got even better with Success Assurance Reporting! We’re giving you the information you need to make the best decisions for your business based on real-time data.

This report showcases the Concierge Activity, Success Assurance Pipeline, and includes Advanced Lead Filters so you can drill down your database by Historical Concierge Status.  See how the concierge is performing over time and how well your agents are converting the conversation ready leads served up by your concierge.

Success Assurance Reporting Video Tutorial