Content Comparison

Access

Step 1 - Click Reports.

Step 2 - Click Reason Report.

Step 3 - Click the icon (A) next to Lead Management: Reason Report and you’ll be brought back to Step 2. The date range selected (B). Use the filter option (C) to narrow your report, including updating the date range. You can export the report to another program by clicking (D).

Explanation

Reason (A) -

Reasons listed on your cancellation screen, when managers remove a Lead. You can add, remove or edit reasons in the Advanced Dashboard.

Lead Lost (B) -

Number of Leads lost (i.e. cancellation), in the given date range, for each reason.

% of Leads (C) -

Total Leads lost per reason, divided by the total Leads lost in the given date range