Information about the Lead Detail Report
Table of Contents
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 Column
This column refers to the number of the given leads that were followed up with.
8. Closing % Column
This column is the percentage of your total leads that have rented.
9. Detailed View
After clicking on one of your location, you will load a detailed view of all the leads in your system. You can download or email this detailed view as well.
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. Date & Status Columns
The date column refers to the date the lead was created, and the status column refers to the current status of the lead (either active, cancelled, or rented).
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. Follow up Column
This column refers to the number of follow ups completed for each lead.
14. Remaining Columns
The remaining columns provide information regarding the unit that the lead is inquiring about or has reserved. They are as follows:
a. Type - This column refers to the type of unit
b. Size - This column refers to the size of the unit
c. Price - This column refers to the price of the unit
d. Special - This column refers to the special applied to the unit