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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 - The serial number of the item.
  • (B) Location - Every location associated with your account.



Account-wide View
  • (C) Total - The total number of Leads that were created.
  • (D) Active - The number of Leads that are still Active.
  • (E) Rented - The number of Leads that have Rented.
  • (F) Lost - The number of Leads that have been Cancelled.
  • (G) Closing % - The Lead closing percentage.


  • (H) Total - The total number of Follow-ups that have been completed.
  • (I) Manual - The number of manually completed Follow-ups.
  • (J) Auto - The number of automatically completed Follow-ups.
  • (K) Delayed - The number of Delayed Follow-ups.
  • (L) AVG Outstanding - The average number of outstanding events.
  • (M) 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-detail View - Click a location name to access detailed location information for the given date range. You can download and email this detailed view to relevant stakeholders. Click your browser's back button to return to the account-wide view.

  • (N) Name - 


  • (O) Phone - The Lead's primary phone number.
  • (P) Created/Date Time - 
  • (Q) Status - 
  • (R) Lead Creator - 


  • (S) No of Calls - 
  • (T) Ad Name - 


  • (U) Lead Type - 
  • (V) Follow-ups - 
  • (W) Unit Type - 



The following columns provide information regarding the unit that the Lead is inquiring about or reserved.

  • (X) Size - 
  • (Y) Rate - 
  • (Z) Special - 
  • (AA) Rented Date/Time - 
  • (BB) Transferred - 



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