Sightline

Marcus Delgado

Engaged

Sales Associate · Owasso · CB Select · 1.0 yrs

Email
marcus.delgado@demo-cbselect.example
Phone
(405) 555-0144
License
#194437
Expires
Feb 18, 2028Verified · OREC
Birthday
Nov 1
Anniversary
Nov 3 · since 2025
Connected systems
2026
11
2025
0
2024
0

Breakdown by category

Agent score vs. office average (tick) · 0–100

Tech stack
97 +46
Training
100 +31
Office & manager interaction
96 +22
Marketing participation
100 +62
Client experience
80 +43

12-month engagement trend

Monthly score, Nov 2025 – Oct 2026

OverallTechCultureProduction

Engagement activities

12 of 13 key activities

Not met No data from source Met
  • BackAtYou login in last 7 days
    Last login today
    BackAtYou
  • Used Ask CB this month
    Last used 2 days ago
    Ask CB
  • ≥250 CRM contacts
    410 contacts
    BackAtYou
  • Active in From Your Friends
    9 of 9 months · 115 mailed
    From Your Friends
  • Posted on social in last 14 days
    Last post 4 days ago
    BackAtYou
  • ≥1 training in last 30 days
    3 in 30 days · last today
    Zoom / check-in
  • Attended this month's sales meeting
    12 of 13 attended in 90 days
    Sightline check-in
  • Came into the office this month
    Last visit today
    Key fob
  • 1:1 with manager this quarter
    Last 1:1 12 days ago
    Manager email
  • Follow-ups not overdue
    1 overdue · 14 completed in 30 days
    BackAtYou
  • Marketing order in last 90 days
    Last order 20 days ago
    Marketing Store
  • Client survey sent on last closing
    Last closing 9 days ago · last survey 12 days ago
    Testimonial Tree
  • License current / CE on track
    21 of 21 CE hours · expires Feb 18, 2028
    OREC

BackAtYou

Last login Today

Logins · 7 / 30 / 90 days11 / 32 / 82
Contacts in database410
New contacts · 30 days2
Follow-ups done vs overdue14 / 1
Active drip campaigns1
Lead response (median)17 min
Social posts · 30 days6

Testimonial Tree

Client surveys

Surveys sent6
Completion rate67%
NPS100
Avg. rating5
Latest testimonial12 days ago
Last request12 days ago

Marketing Store

3 orders in 12 months · $612 lifetime

  • Yard Signs & Riders · signs20 days ago
  • Business Cards · business cards4 months ago
  • Business Cards · business cards12 months ago
Neighborhood Farming Programmailing 0 of 6

Other tools

Ask CB · last used2 days ago
Ask CB · conversations 30d6
Level Up · last login3 days ago
From Your Friends9 of 9 months · 115 sphere
Zoom trainings · 30d / 12mo3 / 49
Sales meetings · 90d12 of 13
After-hours office entries · 30d8