Administration – Usage Tab

An important part of account security in BNTouch is knowing what your users are doing in your CRM. To stay aware of usage statistics in your account, you can always check the Usage Tab of the Administration menu. In the User Menu in the upper-right corner of the screen, click “Administration,” then open the “Usage” tab. Only administrative users can access this area of the CRM; please contact your administrator if you need help and do not have access.

Here, you’ll see a list of all users for your BNTouch account sorted by user group. You can filter this list and view only specific user groups using the drop-down menu above. Any users in the checked groups will display when you click the “Show” button.

For each user, account usage information will be listed in rows below, including when the user account was created, when it last logged into the CRM, and when it last synced data. If the user has logged into the BNTouch Mobile App with their account or has Safe Mode enabled for their marketing campaigns, you’ll see a green indicator; otherwise, the text will be listed in red. To the right, you can see a summary of CRM data linked with that user account, include the number of total and actively running campaigns; campaign steps sent out; records in the Mortgages, Partnerships, and Recruiting tabs; visits and applications from Borrower and Partner Portals, and an “Activity Score” with a relative activity level out of 100.

Below each user group container, average group statistics will be calculated and displayed. Hovering over a group’s Activity Score will show a breakdown of the activity level of each member of the group.