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LeadManager: Standard Reports: User Reports    

 

TOPICS COVERED IN THIS ARTICLE:

  • Contact Ratio Summary Report
  • Time Between Actions Repot
  • Nip In The Bud Report
  • User Activity Summary Report

 

 

ENVIRONMENT:

  • LeadManager

 

 

 

DETAILS:

 

 

User Reports

 

User Reports give administrators insight into the performance of their users. Below is a brief description of each report and a link to a support portal article which gives more information about the report.

 

  • Contact Ratio Summary- The Contact Ratio Summary provides information about your contact ratios. Contact Ratio is simply the percentage of total leads that have been contacted by a user.

 

  • Time Between Actions - The Time between Actions report provides information about how long it takes for your users to contact and take an action on your leads.

 

  • Nip in the Bud- The Nip in the Bud report provides real-time visibility of the leads in your pipeline that have not been acted upon in a timely fashion.

 

  • User Activity Summary- The User Activity Summary provides information about the status of your leads within each of your users' pipelines.

 

 

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