Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 18 Next »

Access

Step 1

  • After logging in as an Administrator, click Reports.



Step 2 

  • Click Reason Report.



Step 3 

  • Click the icon (A) next to Lead Management: Reason Report and you'll return to the main account dashboard.
  • The date range selected (B). 
  • Use the filter option (C) to narrow your report, including updating the date range.
  • You can download the report by clicking (D).



Layout

  • Reason (A) - Reasons listed on your cancellation screen, when managers remove a Lead. You can add, remove or edit reasons in the Advanced Dashboard.
  • Lead Lost (B) - Number of Leads lost (i.e. cancellation), in the given date range, for each reason.
  • % of Leads (C) - Total Leads lost per reason, divided by the total Leads lost in the given date range.



  • No labels