The Lead Dashboard offers a comprehensive view of the organization’s performance, presenting concise statistics on the total count of Hot, Warm, and Cold Leads among the focused accounts.
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This breakdown extends to a more detailed level, showcasing the distribution of leads across different teams within the organization.
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We have two types of reports: Lead Analysis and Lead Dashboard reports.
These reports help you understand the breakdown of conversations based on lead types and an overall summary of the average Lead score per team.
To access the Lead Dashboard:
Go to the "home Page."
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Click on the dropdown.
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Select "Lead Dashboard."
To access the Lead Analysis and Lead Dashboard reports:
Go to the "home Page."
Click on the dropdown.
Click on "All Reports Section."
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Lead Analysis Report: Gain a holistic perspective through a breakdown of types of leads based on agents showcasing their opportunities.
Lead Dashboard Reports: Delve into detailed insights, exploring account-specific lead details, including scoring categories and the rationale behind why a particular lead is Hot/Warm/Cold.
These reports help you understand the breakdown of conversations based on lead types and an overall summary of the average Lead score per team.
I hope this article was helpful to you. If you have any queries, drop us an email at "[email protected]," and we'll help you.
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