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

7. Closing %


This column refers to the closing percentage of the leads (rented leads divided by total leads) 

8. Follow Up Columns


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
  6. AVG Outstanding - The average number of outstanding events in the given date range
  7. Time to First - The average time to complete the first manual follow up event compared to the time it was scheduled to be completed. Time format: DD:HH:MM

8. Closing % Column

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9. Detailed View

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

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  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 lead. NOTE: System means that the lead loaded in from the API

12.

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No of Calls & Ad Name Columns


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.

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

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  1. Size - This column refers to the size of the unit
  2. Price Rate - This column refers to the price of the unit
  3.  Special - This column refers to the special applied to the unit price
  4. Rented Date/Time - This column refers to the date that the lead rented, if they have moved in
  5. Transferred - If the lead was neighbored or not