Membership Engagement Report (Beta)
Use Case: Find active Contacts who do not have a directory
Use Case - Identify Contact whose Addresses are Marked as Internal Only
Code of Ethics and Fair Housing - Agents
Use Case User Account Report: View Contacts' Login Activity
Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office
Contact Information Report Example: Identify contacts whose emails are marked invalid and the reason
Contacts Report Use Case: View a list of active agents who are not set to sync with M1
Contacts Report Use Case: View all contacts who have expired licenses
Contact Information Report Example: Identify contacts whose emails are marked as Transactional Only
Timeline Report
Sales Proposal Report
Contacts List/Committee Report
Contacts List/Committee Report
Unsubscribed Lists/Committees Report
Timeline Summary Report
Contact Information Report Example: Identify contacts whose emails are marked as Do Not Contact
Contacts Reports Use Case: View All Organizations to which an Individual belongs
Contacts Reports Use Case: View all parent businesses and their related child businesses
Contacts Reports Use Case: View report of all contacts that do not have a directory listing
Member Recruitment Report (Sales Funnel)
Contacts Report
Contacts Report Use Case: View report of contacts and cell phone numbers
User Account Report Use Case: View Contacts Who Do Not Have Login Credentials
Contact Information Report
Use Case User Account Report: Contacts Who Have Created Their Accounts During The Week
Sales Opportunity Communication Report
New Organization Contacts Report
Duplicate Account Number Report
User Account Report