View complete sales details for a agent/employee along with the customer details, plan purchased by the customer, ESN , device id details, etc.
This report can be filtered against a master agent, distributor, retailer, employee, and date range.
ENROLLMENT ID: An auto-generated identification assigned to customers upon initiation of the enrollment process.
MASTER AGENT NAME: The name of the primary agent overseeing the enrollment process.
DISTRIBUTOR NAME: The name of the distributor associated with the enrollment process.
RETAILER NAME: The name of the retailer involved in the enrollment process.
EMPLOYEE NAME: The name of the employee responsible for handling the enrollment.
CUSTOMER NAME: The name of the customer being enrolled.
ADDRESS: The physical address associated with the customer's enrollment.
PROOF STATUS: Indicates the status of documentation or verification provided during the enrollment process.
STATE DB OFFLINE/ONLINE: Shows whether the state database used for eligibility verification is currently online or offline.
PLAN NAME: The name of the plan selected by the customer during enrollment.
ACTIVATION CALL MADE: Indicates whether an activation call was made during the enrollment process.
ACTIVATION CALL DATE TIME: The date and time when the activation call was initiated.
COMMISSION: Any commission associated with the enrollment, typically for the involved agents or distributors.
POSTING DATE: The date when the commission or related information is posted or recorded.
STATUS: The current status of the enrollment process.
HANDOVER EQUIPMENT: Indicates whether any equipment was handed over to the customer during the enrollment process.
ESN/SIM: The Electronic Serial Number (ESN) or Subscriber Identity Module (SIM) associated with the customer's device.
DEVICE ID: The unique identifier assigned to the device provided to the customer.
# | Enrollment ID | Master Agent Name | Distributor Name | Retailer Name | Employee Name | Customer Name | Address | Proof Status | State DB Offline/Online | Plan Name | Activation Call Made | Activation Call Date Time | Commission | Posting Date | Status | Handover Equipment | ESN/SIM | Device ID |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | ANXX10418 | CORPORATE MASTER (Corporate_Master) | CORPORATE DISTRIBUTOR (Corporate_Distributor) | CORPORATE RETAILER (Corporate_Retailer) | JANE SMITH | JOHN DOE | 123 MAIN ST | Approved | N/A | PP 5GB | No | 04-22-2024 10:01:24 | Approved | Handover | 89429XXXX |