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PURPOSE


Note

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

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

Lead Summary

  • (A) Location - Every location associated with your account. 

  • (B) Total Leads - The total number of Leads that were created.

  • (C) Active - The number of Leads that are still Active.

  • (D) Rented - The number of Leads that have Rented.

  • (E) Lost - The number of Leads that have been Cancelled.

  • (F) Closing % - The Lead closing percentage.

  • (G) Total Follow-ups - The total number of Follow-ups that have been completed.
  • (H) Manual - The number of manually completed Follow-ups.
  • (I) Auto - The number of automatically completed Follow-ups.
  • (J) Delayed - The number of Delayed Follow-ups.
  • (K) Avg Outstanding - The average number of outstanding events.
  • (L) Time to First - The average time to complete the first manual Follow-up event compared to the time it was scheduled to be completed (format DD:HH:MM).


Lead Details

  • (M) Location - Every location associated with your account.
  • (N) Name - The Lead's name.
  • (O) Phone - The Lead's primary phone number. 
  • (P) Status - The Lead's current status. 
  • (Q) Lead Creator - The employee's name who created the Lead. System indicates an API Lead.
  • (R) Created Date/Time - The date and time the Lead was created.
  • (S) Calls - The total number of calls to or from the Lead.
  • (T) Ad Source - Indicates the tracking line that the Lead called in on. 
  • (U) Lead Type - Lead type (Inquiry, Reservation, etc.). Note: Additional types may be listed depending on which property management software your company uses.
  • (V) Follow-ups - The number of Follow-ups completed for the Lead.
  • (W) Unit Type - The type of unit that the Lead has inquired about, Reserved or Rented. 
  • (X) Unit Size - Unit size.
  • (Y) Rate - Unit price. 
  • (Z) Special - Indicates which special is applied to the unit price. 
  • (AA) Rented Date - The date which the Lead rented (moved-in).
  • (BB) Transferred - Indicates whether or not the Lead was neighbored. 


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