Customer Representatives
S
Sophia
Senior Customer Rep
24
Verified Calls
18
Verified Texts
5
Signups
12
Active Clients
3
Inactive
4
Conversions
S
Stella
Customer Success Manager
16
Verified Calls
22
Verified Texts
7
Signups
18
Active Clients
5
Inactive
6
Conversions
S
Somto
Customer Support Lead
28
Verified Calls
14
Verified Texts
9
Signups
22
Active Clients
6
Inactive
7
Conversions
Performance Analytics
Contact Performance
Signup Conversion
Recent Activities
Sophia
Active
Mentorship Paid
Called John Davidson to discuss advanced trading strategies. Client signed up for mentorship and made full payment.
Stella
Semi-active
Sent Sarah Miller KCP resources and follow-up materials. Client requested Deriv platform information.
Somto
Inactive
Mentorship Paid
Signed up Michael Brown for HFM broker and mentorship program. Initial deposit and mentorship fee received.
Performance Metrics
HFM Broker
High-Frequency Markets Platform
42
Total Signups
12
This Month
3
Today
Deriv Broker
Derivatives Trading Platform
38
Total Signups
10
This Month
2
Today
Mentorship
Paid Program Conversions
21
Total Conversions
5
This Month
3
Today
Daily Activity Log
Calls Made
0
Texts Sent
0
Call Responses
0
0 no response
Text Responses
0
0 no response
Use this section to log bulk daily activities.
For mentorship conversions and signups, use the "Conversions & Signups" tab.