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changes.mady.by.user Patrick Hauser (Unlicensed)

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changes.mady.by.user 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 Competitor Report.

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Step 3 

  • Click the icon (A) next to Lead Management: Competitor 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

Location (A) - All locations you have

Note

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

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

Rows

  • (A) Sr No - Indicates the item serial number.
  • (B) Location - All locations listed on your account. Each row contains location-specific data.
Leads
  • (
B
  • C)
- Total
  •  Leads - The total number of Leads that have been lost.
Lost
  • (
C
  • D) Lost -
Number
  • The total number of Leads that have been cancelled with the
manager selecting
  • Manager indicating Lost to Competitors as the cancellation reason.

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Competitors
  • (
D
  • E) Competitors -
Top
  • The top 3 competitors, in the given date range,
that
  • which you have lost the most Leads.
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