Lead reassignment report
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Zach Irvin
having the ability to generate a report that shows leads that were reassigned so that management can focus on salesmen that aren't responding in time.
Shelby Parker
Thanks for posting this, Zach Irvin — totally hear the need here for visibility when leads get moved around so managers can spot follow-up gaps. To make sure we’re designing the right report, could you clarify a couple things: are you mainly trying to see the list of leads that were reassigned, who performed the reassignment, or which salespeople had leads reassigned away from them? Also, what time range and breakdown would be most useful day-to-day (daily/weekly/monthly, grouped by salesperson vs team/store)? And when reassignment happens in your process, is it usually due to missed response time/SLA, incorrect owner, shift coverage, etc. — and would you want the report to call out those reasons separately?
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Zach Irvin
Shelby Parker, What I am looking for is a report that can be pulled for any date range showing what salesmen are having leads reassigned for failing to answer them in time specifically. so say person 1 had 4 leads reassigned for time and person 2 was 3 etc... if it would show that and I could click and see the leads that would be ideal to see if I can see if they maybe purposely ignore them or just don't get to them in time.