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Table of Contents

1. Summary

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This report provides a Summary of all the leads that came in to each location, in the given date range. With all reports, you are able to either download the CSV file, or email the report directly from this screen.

2. Location Column

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This column refers to each location on your account. You are able to click on these location names, and it will bring up a detailed view of each lead created in the given date range. (See Step 9)

3. Total Column

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This column refers to the total number of leads that were entered in the given date range.

4. Active Column

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This column refers to the leads, in the given date range, that are still active.

5. Rented Column

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This column refers to the number of leads, in the given date range, that have since rented.

6. Lost Column

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This column refers to the number of leads, in the given date range, that have been lost (ie: cancelled).

7. Follow Up Columns

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This column refers to the number of the given leads that were followed up with, using various methods. Each sub-column is as follows:

  1. Unique - The total of unique leads that were followed up with at least once
  2. Total - The total follow ups completed
  3. Manual - The total follow ups that were done manually by the manager
  4. Auto - The total follow ups that were done automatically by the system
  5. Delayed - The total follow ups that were delayed and did not go out

8. Closing % Column

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This column is the percentage of your total leads that have rented.

9. Detailed View

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After clicking on one of your locationlocations, you will load a detailed view of all the leads in your system. You can download or email this detailed view as well.

10. Name Column

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This column refers to the name of each of your leads. You will be able to click on the names of the leads to open up their lead card, to see additional information.

11. First 4 columns

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The first four columns are as follows:

  1. Phone - The primary phone number of the lead
  2. Created Date/Time - The date and time that the lead was created
  3. Status - The current status of the lead
  4. Lead Creator - The employee who created the leadStatus - The current status of the lead. NOTE: System means that the lead loaded in from the API

12. # of Calls & Ad Name Columns

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The # of calls column refers to the number of times the lead called the site, and the ad name column refers to the tracking line that the lead called in on.

13. Next Three Columns

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The next three columns are as follows:

  1. Lead Type - This column refers to the lead type (Inquiry, Reservation, etc) of the lead
  2. Follow up - This column refers to the number of follow ups completed for the lead
  3. Type - The type of unit that the lead has inquired/reserved/rented

14. Remaining Columns

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The remaining columns provide information regarding the unit that the lead is inquiring about or has reserved. They are as follows:a. Type

  1. Size - This column refers to the

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  1. size of the unit

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  1. Price - This column refers to the

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  1. price of the unit

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  1.  Special - This column refers to the

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  1. special applied to the unit

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  1. price
  2. Rented Date/Time - This column refers to the

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  1. date that the lead rented, if they have moved in