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Leads Conversions by Sales Representative
Leads Conversions by Sales Representative
- Daryl Saunders (Unlicensed)
- Alex Morrisson
- Alana Arnold (Unlicensed)
Owned by Daryl Saunders (Unlicensed)
The options for this report are:
Option Title | Description |
|---|---|
| Date Option | Date Taken, Appointment Date, Last Edit Date. |
| Date Range | From and To dates |
| Lead Status | Lead statuses that are to be included in the count of total leads to which the the Won leads will be applied to the Conversion %.. |
To be clear about when Lead Statuses change
- When a lead is added, the lead gets the first Lead Status with a Function of Not Measured, hence the importance of Sequence Number to manage the priority.
- Once a quote has been done the Lead gets the first Lead Status with a Function of Follow Up,Won, Cancelled or Lost as appropriate.
- Private Appointments.
- Manually set statuses.
