Success Assurance Reporting Update 10-20-2021

Visibility into your concierge performance just got even easier with a Success Assurance Reporting update! We consolidated all of the the information you need to make the best decisions for your business based on real-time data all in one view.

This report is available to Broker/Admins and showcases the Concierge Activity, Success Assurance Pipeline. It also includes Advanced Lead Filters so you can drill down your database by Historical Concierge Status.  Use the Date Range filters to see how the concierge is performing over time and how well your agents are converting the conversation ready leads served up by your concierge.