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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Reference Columns

  • (A) Reason - Reasons listed on your cancellation screen when managers remove a Lead. As a manager, you can add, remove or edit reasons by clicking the Settings icon, then selecting Leads and then Cancellation Reasons.


Data Columns

  • (B) Leads Lost - The number of Leads lost (i.e. cancellation), in the given date range for each reason.

  • (C) % of Leads Lost - The total number of Leads lost per reason, divided by the total Leads lost in the given date range.


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