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Getting to Know the General Behavior Report

Getting to Know the General Behavior Report

It allows you to view information about the agency's users.

Updated over 3 months ago


The General Behavior Report allows you to track the numbers of activities performed by your consultants.

STEP 1 - Access
Reports > General Behavior

STEP 2 - Select a Time Period
Choose the time period for the information you want to view.

You can view consultant information such as:

  • Access: the type of user associated with the account;

  • Last Access;

  • New Leads;

  • Archived Leads;

  • Quotes: quotes that have been created;

  • Sales.

If you still have any questions, please contact support or reach out via WhatsApp.

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