PURPOSE
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Lead Summary
- (A) Location - Every location associated with your account.
(B) Total Leads - The total number of Leads that were created.
(C) Active - The number of Leads that are still Active.
(D) Rented - The number of Leads that have Rented.
(E) Lost - The number of Leads that have been Cancelled.
(F) Closing % - The Lead closing percentage.
- (G) Total Follow-ups - The total number of Follow-ups that have been completed.
- (H) Manual - The number of manually completed Follow-ups.
- (I) Auto - The number of automatically completed Follow-ups.
- (J) Delayed - The number of Delayed Follow-ups.
- (K) Avg Outstanding - The average number of outstanding events.
- (L) Time to First - The average time to complete the first manual Follow-up event compared to the time it was scheduled to be completed (format DD:HH:MM).
Lead Details
- (M) Location - Every location associated with your account.
- (N) Name - The Lead's name.
- (O) Phone - The Lead's primary phone number.
- (P) Status - The Lead's current status.
- (Q) Lead Creator - The employee's name who created the Lead. System indicates an API Lead.
- (R) Created Date/Time - The date and time the Lead was created.
- (S) Calls - The total number of calls to or from the Lead.
- (T) Ad Source - Indicates the tracking line that the Lead called in on.
- (U) Lead Type - Lead type (Inquiry, Reservation, etc.). Note: Additional types may be listed depending on which property management software your company uses.
- (V) Follow-ups - The number of Follow-ups completed for the Lead.
- (W) Unit Type - The type of unit that the Lead has inquired about, Reserved or Rented.
- (X) Unit Size - Unit size.
- (Y) Rate - Unit price.
- (Z) Special - Indicates which special is applied to the unit price.
- (AA) Rented Date - The date which the Lead rented (moved-in).
- (BB) Transferred - Indicates whether or not the Lead was neighbored.
