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Date and Time Information
Start Date
End Date
Date Type Logic Date Type
Date Type Purchase/Due Date Tour Date Call Back Date
Days of Week All Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Weeks All
Months All January February March April May June July August September October November December
Years All
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Sale Status All Verified Y-Deal Shipped Pending Credit Concern CXL Request Canceled
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Within Rescission All Yes No
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Tour Status All Booked Confirmed Courtesy Tour No Show Qualified Not Qualified Canceled
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Rescheduled All Yes No
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Shift Booked All
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Date and Time Information
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Date Type Purchase/Due Date Tour Date Call Back Date
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Months All January February March April May June July August September October November December
Years All
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Sale Status All Verified Y-Deal Shipped Pending Credit Concern CXL Request Canceled
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Within Rescission All Yes No
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Tour Status All Booked Confirmed Courtesy Tour No Show Qualified Not Qualified Canceled
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Rescheduled All Yes No
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Then On Date Purchase/Due Date Purchase/Due Date Tour Date
Date and Time Information
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Date Type Purchase/Due Date Tour Date Call Back Date
Days of Week All Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Weeks All
Months All January February March April May June July August September October November December
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Within Rescission All Yes No
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Rescheduled All Yes No
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Appt Cxl Reason All (select or type to search) No Transportation Sick Work Changed Mind No Answer
Contact Status All (select or type to search) Reached Left VM No Answer Bad Number
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Sale Type All (select or type to search) New Upgrade Referral
Sale Status All (select or type to search) Active Canceled CXL Request Pending
Method of Payment All (select or type to search) Cash Check Credit Card ACH
Grade All (select or type to search)
Cxl Request Information
Cxl Request Reason All
Cxl Request Received All
Within Rescission All
Cxl Request Disposition All
Cxl Request Status All
Cxl Request User All (select or type to search)
Tour Information
Tour Status All Booked Confirmed Courtesy Tour No Show Canceled
Tour Disposition All (select or type to search) CT-Under Income Qualified No Show NQ-Age NQ-Income
Sales Center All (select or type to search)
Rescheduled All Yes No
Marketing Information
Marketing Team All (select or type to search) OPC Direct Mail Social Media Referral In-House
Marketing Agent All (select or type to search)
Marketing Closer All (select or type to search)
Confirmer All (select or type to search)
Resetter All (select or type to search)
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Campaign All (select or type to search)
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Shift Booked All (select or type to search) AM PM
Gifts All (select or type to search)
Conditions / Details All (select or type to search)
Booking Quality All (select or type to search) Excellent Good Fair Poor
Gift Cert. #
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Podium All (select or type to search)
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Date Type Logic Date Type
Date Type Purchase/Due Date Tour Date
Days of Week All Monday Tuesday Wednesday Thursday Friday Saturday Sunday
Weeks All
Months All January February March April May June July August September October November December
Years All
Tours Times All
Call Information
Appt Cxl Reason All (select or type to search) No Transportation Sick Work Changed Mind No Answer
Contact Status All (select or type to search) Reached Left VM No Answer Bad Number
Confirmation Dispo All (select or type to search) Confirmed Left VM No Answer Reschedule
Lead Information
Lead Disposition All (select or type to search) Hot Warm Cold Dead
Trainer All (select or type to search)
Spouse Connection All (select or type to search)
Purchase Information
Product All (select or type to search)
Sale Amount All
Down Payment Amount All
Activity Fee All
Processing Fee All
DP Non ACH/CC All
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DP CC All
Sale Type All (select or type to search) New Upgrade Referral
Sale Status All (select or type to search) Active Canceled CXL Request Pending
Method of Payment All (select or type to search) Cash Check Credit Card ACH
Grade All (select or type to search)
Cxl Request Information
Cxl Request Reason All
Cxl Request Received All
Within Rescission All
Cxl Request Disposition All
Cxl Request Status All
Cxl Request User All (select or type to search)
Tour Information
Tour Status All Booked Confirmed Courtesy Tour No Show Canceled
Tour Disposition All (select or type to search) CT-Under Income Qualified No Show NQ-Age NQ-Income
Sales Center All (select or type to search)
Rescheduled All Yes No
Marketing Information
Marketing Team All (select or type to search) OPC Direct Mail Social Media Referral In-House
Marketing Agent All (select or type to search)
Marketing Closer All (select or type to search)
Confirmer All (select or type to search)
Resetter All (select or type to search)
Venue All (select or type to search)
Campaign All (select or type to search)
Dialer Campaign All (select or type to search)
Shift Booked All (select or type to search) AM PM
Gifts All (select or type to search)
Conditions / Details All (select or type to search)
Booking Quality All (select or type to search) Excellent Good Fair Poor
Gift Cert. #
Sales Information
Sales Team All (select or type to search)
Podium All (select or type to search)
Sales Rep All (select or type to search)
Sales Closer 1 All (select or type to search)
Sales Closer 2 All (select or type to search)
Exit All (select or type to search)
Verification Officer All (select or type to search)
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Days of Week All Monday Tuesday Wednesday Thursday Friday Saturday Sunday
Months All January February March April May June July August September October November December
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Name
State All AL AK AZ AR CA CO CT FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY
Income Range All Under 40K 40K-60K 60K-80K 80K-100K 100K+
Credit Score All Below 600 600-650 650-700 700-750 750+
Purchase Information
Product All
Sale Type All New Upgrade Referral
Sale Status All Active Canceled CXL Request Pending
Method of Payment All Cash Check Credit Card ACH
Tour Information
Tour Status All Booked Confirmed Courtesy Tour No Show Canceled
Tour Disposition All Qualified CT-Under Income NQ-Age NQ-Income
Sales Center All
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Marketing Team All OPC Direct Mail Social Media Referral In-House
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Then On Date Purchase/Due Date Purchase/Due Date Tour Date
Date and Time Information
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Days of Week All Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Weeks All
Months All January February March April May June July August September October November December
Years All
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Call Information
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Method of Payment All
Grade All
Clx Request Information
Cxl Request Reason All
Cxl Request Received All
Within Rescission All Yes No
Cxl Request Disposition All
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Cxl Request User None (select or type to search)
Tour Information
Tour Status All Booked Confirmed Courtesy Tour No Show Qualified Not Qualified Canceled
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Rescheduled All Yes No
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Days of Week All Sunday Monday Tuesday Wednesday Thursday Friday Saturday
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Cxl Request Received All
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Gift Cert. #
Deposit Refundable All Yes No
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Podium All
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Date and Time Information
Start Date
End Date
Date Type Logic Date Type
Date Type Purchase/Due Date Tour Date Call Back Date
Days of Week All Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Weeks All
Months All January February March April May June July August September October November December
Years All
Tour Times All
Call Information
Appt Cxl Reason All
Contact Status All
Confirmation Dispo All
Lead Information
Lead Disposition All
Trainer All
Spouse Connection All
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Product All
Sale Amount All
Down Payment Amount All
Activity Fee All
Processing Fee All
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DP ACH All
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Sale Type All Paid in Full Financed
Sale Status All Verified Y-Deal Shipped Pending Credit Concern CXL Request Canceled
Method of Payment All
Grade All
Clx Request Information
Cxl Request Reason All
Cxl Request Received All
Within Rescission All Yes No
Cxl Request Disposition All
Cxl Request Status All
Cxl Request User None (select or type to search)
Tour Information
Tour Status All Booked Confirmed Courtesy Tour No Show Qualified Not Qualified Canceled
Tour Disposition All
Sales Center All
Rescheduled All Yes No
Marketing Information
Marketing Team All
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Marketing Closer All
Confirmer All
Resetter All
Venue All
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Shift Booked All
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Date Type: Purchase/Due Date Date Range:
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Marketing Detail
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▶ Analyze
Date and Time Information
Start Date
End Date
Date Type Logic Date Type
Date Type Purchase/Due Date Tour Date Call Back Date
Days of Week All Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Weeks All
Months All January February March April May June July August September October November December
Years All
Tour Times All
Call Information
Appt Cxl Reason All
Contact Status All
Confirmation Dispo All
Lead Information
Lead Disposition All
Trainer All
Spouse Connection All
Purchase Information
Product All
Sale Amount All
Down Payment Amount All
Activity Fee All
Processing Fee All
DP Non ACH/CC All
DP ACH All
DP CC All
Sale Type All Paid in Full Financed
Sale Status All Verified Y-Deal Shipped Pending Credit Concern CXL Request Canceled
Method of Payment All
Grade All
Clx Request Information
Cxl Request Reason All
Cxl Request Received All
Within Rescission All Yes No
Cxl Request Disposition All
Cxl Request Status All
Cxl Request User None (select or type to search)
Tour Information
Tour Status All Booked Confirmed Courtesy Tour No Show Qualified Not Qualified Canceled
Tour Disposition All
Sales Center All
Rescheduled All Yes No
Marketing Information
Marketing Team All
Marketing Agent All
Marketing Closer All
Confirmer All
Resetter All
Venue All
Campaign All
Dialer Campaign All
Shift Booked All
Gifts All
Conditions / Details All
Booking Quality All
Gift Cert. #
Deposit Refundable All Yes No
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Sales Team All
Podium All
Sales Rep All
Sales Closer 1 All
Sales Closer 2 All
Exit All
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Marketing Detail
Date Type: Purchase/Due Date Date Range:
Status
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Export to CSV
Date Range Current Month Previous Month Current Year All Dates
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Columns to export:
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