Due to the Holiday, we will have limited Help Desk support Wednesday (11/22/2017) to Friday (11/24/2017).
Relax. We're here to help.

Activity Content Pack

Enquire Support -

The Activity Content Pack will give you everything activity related for your community and users. You will be able to see in depth information regarding completed activities, due activities, overdue activities, and much more.

Looking for a specific page in the Activity Content Pack? Jump to a page:

Closed Activity

A list of completed activities defined by various criteria and dates.

Filters

Community Name, Activity Assigned User, Activity Type, Activity Resolution, Year, Month, Activity Status, Lead Score/Status

Columns

Individual Full Name, eLEADS Link, Activity Type, Activity Description, Activity Resolution, Activity Assigned User, Individual Type, Completed Date, Activity Status

Due Activity

A list of currently due activities

Filters

Community Name, Activity Assigned User, Activity Type, Care, Overdue (Y/N), Lead Score/Status, Year, Month

Columns

Individual Full Name, eLEADS Link, Overdue (Y/N), Activity Type, Activity Description, Individual Type, Activity Assigned User, Due Date, Lead Score/Status

Overdue Activity

A list of overdue activities

Filters

Community Name, Activity Assigned User, Activity Type, Year, Month, Lead Score/Status, Care

Columns

Individual Full Name, eLEADS Link, Activity Type, Activity Description, Activity Assigned User, Individual Type, Due Date, Lead Score/Status

Activity Results

Activities broken out by their result and status

Filters

Community Name, Activity Assigned User, Activity Type, Activity Resolution, Year, Month Name, Activity Status

Visualizations

Total Activities by Activity Resolution bar graph

A vertical bar graph showing the number of completed activities by their resolution. Activity Resolution on the axis and total activities on the axis.

Total Activities by Activity Status

 A vertical bar graph showing the number of completed activities by their status. Activity Status on the X axis and total activities on the Y axis.

Columns

Individual Full Name, eLEADS Link, Primary Contact Full Name, Activity Type, Activity Resolution, Activity Assigned User, Completed Date

Campaign Activity

A list of Campaigns for your community with individuals and their status.

Filters

Community Name, Campaign Name, Campaign Individual Status, Individual Type, Year, Month Name, Lead Score/Status

Columns

Campaign Name, Individual Full Name eLEADS Link, Campaign Individual Status, Individual Type, Lead Score/Status

Campaign Attendees

A list of Campaigns for your community with individuals and their status.

Filters

Community Name, Campaign Name, Campaign Individual Status, Individual Type, Year, Month Name, Lead Score/Status

Columns

Campaign Name, Individual Full Name, eLEADS Link, Individual Type, Lead Score/Status, Care, Invited, No Response, No Show, RSVPed, Cancelled, Attended

Individuals

A list of individuals in your EnquireLEADS database.

Filters

Community Name, Individual Assigned User, Individual Status, Individual Type, Created Year, Created Month Name, Care, Lead Score/Status, Next Step

Columns

Individual Full Name, eLEADS Link, Primary Contact Full Name, Individual Status, Individual Type, Individual Assigned User, Individual Created Date, Care, Lead Score/Status, Next Step, Toured (Y/N)

Primary Contacts

A list of Primary Contacts in your database.

Filters

Community Name, Individual Assigned User, Individual Status, Individual Type, Created Year, Created Month Name, Care, Lead Score/Status, Next Step

Columns

Primary Contact Full Name, Individual Full Name, eLEADS Link, Individual Status, Individual Type, Individual Assigned User, Individual Created Date, Care, Lead Score/Status, Next Step, Toured (Y/N)

Referral Sources

A list of referral sources and their company

Filters

Community Name, Individual Assigned User, Individual Status, Category, Created Year, Created Month Name, Company/Organization, Next Step

Columns

Individual Full Name, eLEADS Link, Company/Organization, Category, Individual Status, Individual Assigned User, Individual Created Date, Next Step

Addresses

Individuals in your database that currently have an address.

Filters

Community Name, Individual Assigned User, Individual Status, Individual Type, Created Year, Created Month Name, Care, Lead Score/Status, State

Columns

Individual Full Name, eLEADS Link, Individual Status, Individual Type, Individual Created Date, Address1, Address2, City, State, PostalCode, Email

Primary Contact Addresses

A list of primary contacts with addresses in your EnquireLEADS database.

Filters

Community Name, Individual Assigned User, Individual Status, Individual Type, Created Year, Created Month Name, Care, Lead Score/Status, State

Columns

Primary Contact Full Name, Individual Full Name, eLEADS Link, Individual Status, Individual Type, Individual Created Date, PrimaryContactAddress1, PrimaryContactAddress2, PrimaryContactCity, PrimaryContactState, PrimaryContactPostalCode, PrimaryContactEmail, PrimaryContactHomePhone, PrimaryContactMobilePhone, PrimaryContactWorkPhone

Waitlist

A list of individuals on your waitlist. These individuals are determined by the Waitlist (Y/N) field on a profile.

Filters

Community Name, Individual Assigned User, Individual Status, Individual Type, Created Year, Created Month Name, Care, Apartment Preference

Columns

Individual Full Name, eLEADS Link, Primary Contact Full Name, Individual Status, Individual Type, Individual Assigned User, Individual Created Date, Waitlisted Date, Care, Apartment Preference, Lead Score/Status

Not sure how to filter your data or why some data looks the way it does? Visit our Help Center Article HERE to learn about the different filters and visuals.

Have more questions? Submit a request

Comments