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1
SELECTED
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WP
Customer
Email
Agent
Policies
Sales Date
WP Emailed
Welcome Call
Tasks
T
Tolga Demirel
43870500@qq.com
tolga@agencyzoom.com
B
Bill Wattson
Specialty Auto
10/31/2019
11/14/2019
3
J
John Doe
john@agencyzoom.com
L
Lisa Joe
Specialty Auto
10/31/2019
11/14/2019
3
T
Tolga Demirel
43870500@qq.com
tolga@agencyzoom.com
J
Jiang H
Specialty Auto
10/31/2019
11/14/2019
3
T
Tolga Demirel
43870500@qq.com3
tolga@agencyzoom.com
D
Dimitar Dimitrov
Specialty Auto
10/30/2019
11/13/2019
3
K
Kelly McKoy
43870500@qq.com2
kellymckoy11@gmail.com
K
Keith Richards
Specialty Auto
10/30/2019
11/13/2019
3
W
Wendy Boyer
43870500@qq.com3w
wyboyer1965@gmail.com
L
Lisa Joe
Specialty Auto
10/30/2019
11/13/2019
3
J
Jonathan Lee
43870500@qq.com4
moe@agencyzoom.com
T
Theodor Stephen
Specialty Auto
10/30/2019
11/13/2019
0
N
Norman Pierce
piercenpb2@gmail.com
Dimitar Dimitrov
J
Jiang H
Specialty Auto
10/30/2019
11/13/2019
3
K
Kelly McKoy
323ase@esrt.g
kellymckoy11@gmail.com
K
Keith Richards
10/30/2019
11/13/2019
3
J
John Doe
zl939144892@vip.qq.com
john@agencyzoom.com
L
Lisa Joe
10/28/2019
11/11/2019
4
T
Tolga Demirel
zl939144892@vip.qq.com
tolga@agencyzoom.com
T
Theodor Stephen
10/28/2019
11/11/2019
4
T
Tolga Demirel
43870500@qq.com
tolga@agencyzoom.com
D
Dimitar Dimitrov
Specialty Auto
10/16/2019
10/30/2019
4
N
Norman Pierce
43870500@qq.com
piercenpb2@gmail.com
D
Dimitar Dimitrov
Specialty Auto
10/16/2019
10/30/2019
4
K
Kelly McKoy
43870500@qq.com
kellymckoy11@gmail.com
K
Keith Richards
Specialty Auto
10/16/2019
10/30/2019
4
15 Rows/Page
15 Rows/Page
30 Rows/Page
50 Rows/Page
100 Rows/Page
TOTAL NUMBER OF CUSTOMERS:
1300
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Producer
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user created
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Jiang HuaOwner
jiang huaQQ
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Brian Kelch
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Lead Source
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Billboard1
Bing
Brian Kelch
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CIC Sold
Corporate Website
Custom Policy Source 1
Customer Referral
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Email Campaign
EverQuote,Inc.
EverQuote111,Inc.
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Facebook Consumer Quoting App
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Friends/Family
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Google
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ii ii
j j
Jiang HuaOwner
jj jj
k k
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Lead Generator
LinkedIn
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new lead source
not show
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Other
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partner
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Radio Commercial
Referal by AgencyZoom
Referral
Referral - Agent
Referral - Client
Referral - Employee
Referral - External
Referral - Other
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Sales Center X-Date
show
ss ss
t t
test1
test1122
TV Commercial
Twitter
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Unknown
v v
w w
Walk In
Web
Winback
Winback by AgencyZoom
x x
y y
Yahoo
Yellow Pages
z z
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Hooray! Jiang
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Add Your New Policy
1
2
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×
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