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Patrick Hauser (Unlicensed)

Patrick Hauser (Unlicensed)

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Access

Step 1
  • After logging in as an Administrator, click Reports.

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Step 2 

  • Click Reason Report.

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Step 3 

  • Click the icon (A) next to Lead Management: Reason Report and you'll return to the main account dashboard.
  • The date range selected (B). 
  • Use the filter option (C) to narrow your report, including updating the date range.
  • You can download the report by clicking (D).

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Layout

Reason (A)

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Columns

  • (A) Reason - Reasons listed on your cancellation screen
,
  • when managers remove a Lead.
You
  • As a manager, you can add, remove or edit reasons
in the Advanced Dashboard.Lead Lost
  • by clicking the Settings icon, then selecting Leads and then Cancellation Reasons.
  • (B) Lead Lost -
Number
  • The number of Leads lost (i.e. cancellation), in the given date range
,
  • for each reason.
  • (C) % of Leads
(C) - Total
  • - The total number of Leads lost per reason, divided by the total Leads lost in the given date range.
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