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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.

  • (A) Location - All locations listed on your account. Each row contains location-specific data.
  • (B) Competitor - The top 3 competitors, in the given date range, which Leads have been lost to, if selected in CallPotential when the manager cancels a Lead.

  • (C) Total Leads - The total number of Leads that have been created for the given date range.

  • (D) Leads Lost - The total number of Leads that have been cancelled for the given date range.


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