Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.



Note

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

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

Reference Columns

  • (A) Location - All locations listed on your account. Each row contains location-specific data. Note: Click the 3 rows of lines to filter this column.

Data Columns

  • (B) Competitor - The top 3 competitors, in the given date range, which Leads have been lost to, if selected in CallPotential when the manager cancels a Lead.
  • (C) Total Leads - The total number of Leads that have been created for the given date range.

  • (D) Leads Lost - The total number of Leads that have been cancelled for the given date range.