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Lead Owner Report

Modified on: Mon, 15 May , 2023 | 04:34 PM

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This report gives you the options to choose whether we want to see active or inactive leads. You can set an inquiry date range  or even select particular a a particular lead owner

1. To access this report scroll down the left menu navigation to Reports.
2. Then select sales and then lead owner report.
3. This report is going to allow you to see all list of all of your lead owners with all of your lead statuses across the top of the table. In the table you will see how many leads each one of your lead owners has in each particular lead status.
4. At the end, we can see their close ratio, as well as a dead lead ratio.
5. And then across the very bottom of the table we will see a tally of all of the leads in any of the lead statuses.
6. You can download this reports and save it as a CSV file.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

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