Agent Name

Property Name

Company Name

Created Date - (Date/time when prospect was first created)

First Name

Last Name

Email - (Prospect’s email address)

Total Engagements - (This is the sum of the prospect events listed here: Video Link Views + Playlist Video Views + Playlist Opens + Live Tours Rewatched + Live Sessions Rewatched + Public Tours Rewatched + Live Tours attended + Live Sessions Attended + Public Tours attended + Public Tour RSVP)

Video Link Views - (Sum of video views by this prospect within selected date range)

Playlist Video Views - (Sum of playlist views by this prospect within selected date range)

Playlist Opens - (Total count for opening playlist by prospect within specified date range)

Live Tours Rewatched - (Count of private tour views by this prospect within selected date range)

Live Session Rewatched - (Count of live session views by this prospect within specified date range)

Public Tours Rewatched - (Count of public tour views by this prospect within specified date range)

Live Tours Attended - (Count of private tours that this prospect joined within specified date range)

Live Sessions Attended - (Count of live sessions joined by this prospect within specified date range)

Public Tours Attended - (Count of attended public tours by this prospect in selected date range)

Pubic Tour RSVP - (Total count of times registered for public tours by a prospect within the specified date range)

First Engagement - (Date/time of first prospect event within specified date range -- includes Video Link Views/Playlist Video View/Playlist Opens/Live Tour Rewatched/Live Sessions Rewatched/Public Tours Rewatched

Last Engagement - (Date/time of most recent prospect event within specified date range -- includes Video Link Views/Playlist Video View/Playlist Opens/Live Tour Rewatched/Live Sessions Rewatched/Public Tours Rewatched)

CRM ID - ID from Yardi or Entrata

CRM Status - Prospect status within Yardi or Entrata

Internal Share - Set to TRUE if prospect has the same email domain as the owner