Last updated 1 year ago
Brokers can perform multiple functions to refine or filter their leads data for better analysis, monitoring and tracking. The functions include:
Brokers can filter the report to extract the respective data they require by clicking onto the “Filter” icon.
By default, there are multiple filter options for the brokers to choose from. If the required filter option is unavailable, click "Add filter field".
Select the filter fields required and click "Confirm".
Fill in or select the filters and click "Search".
The report will be filtered according to your criteria.
To reset your filter, click the "Reset" icon for an individual filter or "Reset" button at the bottom to reset all filters.
Click the "..." icon and select "Field Display Settings."
Choose which fields to display or hide.
To display a field, click on it and click the "Right Arrow" icon.
To hide a field, click on it and click the "Left Arrow" icon.
Drag the columns to arrange them as desired.
Click "Confirm" to display the leads report based on the selected configuration.
Click the "..." icon and select "Download".
A popup notice will appear, informing the broker that the report data is being generated. Click "Confirm" to proceed to the Download Center.
In the Download Center, brokers can see the status of the report and download the file in Excel format by clicking the "Download" button.
Once the report has been downloaded, the broker can open the Excel file to view and analyze the report data.
