Leads Conversions by Sales Representative

Owned by Daryl Saunders (Unlicensed)
Last updated: Feb 20, 2019 by Alex Morrisson
1 min read

The options for this report are:


Option Title
Description
Date OptionDate Taken, Appointment Date, Last Edit Date.
Date RangeFrom and To dates
Lead StatusLead 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.