Content Comparison

Step 1

• After logging in as an Administrator, 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

• the Reports home page.
• The date range selected (B).

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• 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).

• 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