Lead Detail Report

Lead Management

Go to Calls > Lead Detail Report

This area allows you to View detailed information for calls flagged as Leads, Repeats, Missed, etc.

 

 

 

Graph & Report Options

  1. Call with Lead disposition of
    1. Allows you to select “All Answered Calls”, “Leads Delivered” or “Missed Leads” by clicking the bubble of which criteria you would like.
  2. Filter Calls by
    1. Number
      1. Allows you to filter by “All Numbers” or a specific number by using the drop- down menu.
    2. Hunt Group
      1. Allows you to filter by “All Hunt Groups” or a specific Hunt Group by using the drop-down menu.
    3. Calls from/to Number
      1. Allows you to enter specific digits from/to a number.
    4. Show Recorded Calls Only
      1. To only show recorded calls click the checkbox
  3. Calls within the following dates
    1. From/To Date
      1. Allows you to select from/to date to view on the report
    2. TimeZone
      1. Allows you to select the time zone that will appear the report by using the drop- down menu
  4. Advanced Options
    1. Allows you to exclude specific calls that are a certain less than length by clicking the “Exclude calls less than” checkbox as well as entering the number of seconds and/or a specific start and end time by clicking the “Exclude calls between a range of hours” clicking the clock icon.
  5. View Calls
    1. To view the report after setting the parameters for the report click the “View Calls” button.  This will generate results that you’ve entered.