Team Perfomance

Why Track Team Activity?

Tracking what your team is doing helps you:

• • See who’s following up with leads.
  • Spot who needs help or training.
  • Reward team members doing a great job.

You don’t need spreadsheets, our platform shows you everything in one place.

What You Can Track

You can see:

• • How many leads each team member is handling.
  • How many texts, and emails they’ve sent.
  • Appointments booked or completed.
  • Response times and follow-ups.

Where to See Team Activity

1. Log into your dashboard.
2. Click “Reporting” in the left-hand menu.
3. Go to “Agent Reporting“.

What You’ll See

Each team member will have their own row or profile showing:

• • Number of leads assigned
  • Texts sent
  • Emails sent
  • Appointments booked

This helps you see who’s active and how they’re performing.

Bonus: Conversations Tracking

To see messages and replies:

1. Go to “Conversations” in the menu.
2. Use the filters to view messages by team member.

You can check who’s replied to which clients and how quickly.

Quick Tips

• • Check activity weekly to stay on top of things.
  • Use the data to support and coach your team.
  • Celebrate wins, it keeps morale high!