FranConnect’s Dashboard Reports in Sales and other features now allow lead owners to review the initial contact made to leads.
Select Dashboard from Sales module, from the drop-down option for Switch to Dashboard, select Contact Report Dashboard.
Select the filters: Inquiry Date and Status Category Active, you can see the Criteria:
- Leads Received
- Leads got zero phone calls
- Leads got one phone call
- Leads contacted within 0-30 minutes by phone call
- Leads contacted within 30-60 minutes by phone call
- Leads contacted within 60-180 minutes by phone call
You can see results of the activity:
Sales > Reports > Lead Contacted Details Report.
This report shows Calls Made, Contacted and Mails Sent/Read against Leads in a given period.
Sales > Reports > Track Inactive (without any activity) Leads report.
This report shows how the consultants / Lead Owners are engaging with leads through the contact activity in given time period.
In Sales Report is Lead Status Pipeline Reports where you can see how long a lead was in system and then how long the lead was in a status.
Lead (1/2) so 1 would be the number of days the lead had been in a status and 2 would be the number days the lead was in the system.