Bevel | Partner Marketing Report Generator

Report Setup

Report version

Partner name

Report month

Intro text

Media Marketing

Monthly totals. Leave blank for "na".

Recipients

In-Person Marketing

Instances

Attendees

Data Transfers

Number Transferred

Data Transfer Log: New Client Prospects

Drop in a spreadsheet with columns: Name, Employer, State, Status, Credit Score, Income, Date. Employer is optional. Rows and the prospect count fill in automatically.

Data Transfer Log: Returning Client Prospects

Log Options

Order

Show the Employer column (3.0 only)