Reporting: Intro Request Funnel

Learn how to export intro request usage metrics from Centralize. This guide will walk you through accessing and downloading the 'Intro Requests — Created' data in CSV format for further analysis.

Nicole Tettke
4 steps
35 seconds

Usecentralize

Use this report to understand the amount of warm introduction requests your team is making. This report can help you understand how your team is leveraging the company's network.

Overview of the amount of: - Intro Request Created - how many intro requests your team has made. - Intro Requests Accepted - how many intro requests have been accepted by the team. - Intro Requests Closed - This includes both accepted and declines intro requests that have been closed.

Each bar can be drilled into to see which the created, accepted and closed introduction requests.

Drill down to see the intro request created, accepted and closed. You will be able to see: - Date requested - From - Rep who made the request - To - Introduction request was made for this contacts - Shared Connection - Contacts who is making the introduction. - Customer who the contact is from - Status - where in the intro request flow is this message

Click "Export CSV" to export report.

Reporting: Intro Request Funnel

Learn how to export intro request usage metrics from Centralize. This guide will walk you through accessing and downloading the 'Intro Requests — Created' data in CSV format for further analysis.

Nicole Tettke
4 steps
35 seconds

Usecentralize

Use this report to understand the amount of warm introduction requests your team is making. This report can help you understand how your team is leveraging the company's network.

Each bar can be drilled into to see which the created, accepted and closed introduction requests.

Click "Export CSV" to export report.