Enquire Essentials - Activity and People

The Enquire Essentials - Activity and People reports will give you everything activity related for your community and users. You will be able to see in depth information for completed activities, due activities, overdue activities, and much more.

💡 Jump to a specific page using the links on the right!

Completed Activity


A list of completed activities for Prospects and Residents in your database.

 Filters

  Lead Score/Status   Activity Resolution   Activity Type   Assigned User
  Community Name   Individual Care   Region   Month
  Year   Today   Current Week   Current Month
  Year to Date

 Columns

  Individual Full Name   CRM Link   Primary Contact Full Name   Activity Type
  Activity Description   Activity Resolution   Activity Assigned User   Individual Type
  Activity Completed Date   Activity Status

completed_activity_page.png

Due/Overdue Activity


A list of due and overdue activities for Prospects and Residents in your database.

 Filters

  Lead Score/Status   Activity Resolution   Activity Type   Assigned User
  Community Name   Individual Care   Region   Month
  Year   Today   Current Week   Current Month
  Year to Date   Overdue

 Columns

  Individual Full Name   Individual Lead Score/Status   CRM Link   Primary Contact Full Name
  Activity Type   Activity Description   Activity Assigned User   Individual Type
  Activity Due Date   Overdue

due_overdue_activity_page.png

Individual Details


A list of Prospects and Residents in your database.

 Filters

  Individual Status   Inquiry Month   Inquiry Year   Inquiry Date
  Year to Date   Region   Community Name   Individual Type
  Individual Care   Assigned User   Next Step   Toured

 Columns

  Community Name   Individual Full Name   CRM Link   Primary Contact Full Name
  Individual Status   Individual Type   Individual Inquiry Date   Individual Care
  Lead Score/Status   Next Step

individual_details_page.png

Activity Results


Activities broken out by their results.

 Filters

  Month   Year   Today   Current Week
  Current Month   Year to Date   Region   Individual Care
  Community Name   Assigned User   Activity Type   Activity Resolution

 Visuals

Activities by Activity Resolution bar graph

activities_by_activity_resolution_bar_graph.png

Axis or Value Description
Y Axis The measured value.
X Axis Your community's activity resolutions.
Value Total number of activities with the corresponding activity resolution.

Activitiy Resolution Detail table

 Columns

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

activity_resolution_detail_table.png

Activities by Activity Resolution Master Type pie chart

Activities broken out by activity resolution master types.

activities_by_activity_status_pie_chart.png

activity_results_page.png

Activity Results full page view

Campaign Activity


Campaigns and their attendees.

 Filters

  Month   Year   Today   Current Week
  Current Month   Year to Date   Region   Individual Care
  Community Name   Campaign Name   Campaign Status   Campaign Type
  Individual Campaign Status

 Columns

  Community Name   Campaign Name   Campaign Link   Campaign Start Date
  Campaign Status   Campaign Type   Individual Full Name   CRM Link
  Individual Type   Individual Campaign Status

 campaign_activity_page.png

Referral Sources


A list of your community's referral sources.

 Filters

  Created Month   Created Year  Date Created   Region
  Community Name   Company/Organization   Referral Status   Assigned User
  Next Step

 Columns

  Community Name   Referral Full Name   CRM Link   Referral Company/Organization
  Referral Category   Referral Status   Referral Date Created   Assigned User Full Name
  Next Step

 referral_sources_page.png

Individual Addresses


A list Prospects and Residents with addresses.

 Filters

  Has Email   Has Address   Inquiry Month   Year
  Inquiry Date   Year to Date   Region   Community Name
  Individual Status   Individual Type   Individual Care   Lead Score/Status
  State   Assigned User

 Columns

  Community Name   Individual Full Name   CRM Link   Individual Status
  Individual Type   Inquiry Date   Address Line 1   Address Line 2
  City   State   Postal Code   Email
  Home Phone   Mobile Phone   Work Phone

 individual_addresses_page.png

Primary Contact Addresses


Note: This page is being/has been deprecated. Please use the Advanced Search to locate your Primary Contact individuals and their addresses.

A list Primary Contacts with addresses.

 Filters

  Has Email   Has Address   Created Month   Created Year
  Date Created   Region   Community Name   Contact Status
  Individual Type   Individual Care   Lead Score/Status   State
  Assigned User

 Columns

  Community Name   Contact Full Name   CRM Link   Individual Status
  Individual Type   Created Date   Address Line 1   Address Line 2
  City   State   Postal Code   Email
  Home Phone   Mobile Phone   Work Phone

 primary_contact_addresses_page.png

Waitlist


A list individuals on your waitlist.

 Filters

  Waitlist Date   Inquiry Month   Inquiry Year   Inquiry Date
  Year to Date   Region   Community Name   Individual Status
  Individual Type   Individual Care   Assigned User   Individual Waitlist

 Columns

  Community Name   Contact Full Name   CRM Link   Primary Contact
  Individual Status   Individual Type   Assigned User   Inquiry Date
  Individual Care   Lead Score/Status   Apartment Preference   Waitlist Priority
  Waitlist Date

 waitlist_page.png

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