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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) Sr No - Indicates the item serial number.

  • (B) Location - All locations listed on your account. Each row contains location-specific data. Note: Click the 3 rows of lines to filter this column.

Data Columns

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

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

  • (E) Competitors - 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.


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