Reporting · 42-second walkthrough
How to Track Your Real Estate Team’s Calls and Follow-Ups
Switch between team activity and your own performance while keeping the same reporting window in LeadBolt.
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Watch on YouTubeHow it works in LeadBolt
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Review calls and other dashboard metrics in Team view.
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Select Mine to see your personal activity for the same date range.
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Review My performance, then switch back to Team for the broader view.
Video transcript
See the whole team’s activity at a glance. This week, the team has made twelve calls. Select Mine to focus on your own activity. Your personal view shows four calls for the same reporting window. The date range stays the same. My performance brings your call activity and follow-up progress together. Switch back to Team to return to all twelve calls. Owners and workspace admins with multiple team members can switch views. Other team members see their own numbers.
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