Information about the Lead Detail Report
Table of Contents
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1. Summary
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
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
This column refers to the total number of leads that were entered in the given date range.
4. Active Column
This column refers to the leads, in the given date range, that are still active.
5. Rented Column
This column refers to the number of leads, in the given date range, that have since rented.
6. Lost Column
This column refers to the number of leads, in the given date range, that have been lost (ie: cancelled).
7. 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:
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Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access
- (A) Reports tab - Click to access the Reports Dashboard.
- (B) Reports - Click to access the full list of available Reports.
- (C) Lead Summary Report - Click to access the specified report.
Report Structure
- (D) Date Range - Indicates the date range which the report's data is pulled.
- (E) Filter dropdown - Click to access filtering options.
- (F) Export - Click to download and share the report with relevant stakeholders.
- (G) Column title - Click to access sorting options for the specific column.
- (H) Column filter - Select columns have this feature. Click to access filter options for that specific column.
Report Data
Account-wide View
- (I) Location - Lists every location associated with your account.
- (J) Total - Total number of Leads that were created.
- (K) Active - Leads that are still active.
- (L) Rented - Number of Leads that have rented.
- (M) Lost - Number of Leads that have been cancelled.
- (N) Closing % - Lead closing percentage.
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This column is the percentage of your total leads that have rented. Formula: Rented/Total Leads
9. Detailed View
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Lead-detail View - Click a Location name to access detailed location information for the given date range. You can download
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and email this detailed view
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10. Name Column
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
The first four columns are as follows:
- Phone - The primary phone number of the lead
- Created Date/Time - The date and time that the lead was created
- Status - The current status of the lead
- Lead Creator - The employee who created the lead. NOTE: System means that the lead loaded in from the API
12. # 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.
13. Next Three Columns
The next three columns are as follows:
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to relevant stakeholders. Click your browser's back button to return to the account-wide view.
- (U) Name - Click to access a specific Lead card.
- (V) Phone - The Lead's primary phone number.
- (W) Created Date/Time - Date and time the Lead was created.
- (X) Status - Current Lead status.
- (Y) Lead Creator - Employee's name who created the Lead. System indicates an API Lead.
- (Z) No. of Calls - Total number of calls to or from the Lead.
- (AA) Ad Name - Indicates the tracking line that the Lead called in on.
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The
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following columns provide information regarding the unit that the
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Lead is inquiring about or
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reserved.
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- The date which the Lead rented (moved-in).
- (II) Transferred - Indicates whether or not the Lead was neighbored.
