Separate the "Phone" section in reporting. To show inbound call apt % | Voters

Separate the "Phone" section in reporting. To show inbound call apt %

Domonic Coppola

The "phone" section in reporting shows sub categories as service and inbound calls being in there. I would like to have a separate source for service deals created, and separate for inbound phone call deals created. to accurately track performance of both with ease. and then just a category for "other" for personal networking and misc

Shelby Parker

Thanks for sharing this, Domonic Coppola — really helpful context. Totally hear you on wanting “Phone” split out so you can track service-deal creation vs inbound call–driven deals (plus an “other” bucket) more cleanly. I’m looping this into our review with the team, and if we need any extra details on how you’d like those sources defined in reporting, I’ll follow up.