Log to see when deals are rotated out of someone's name.
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La'Quisha Turner
I was looking for something where I can pull a report to show how many leads a specific user received vs has missed due to not responding in the allotted amount of time. For example, in the Internet lead standard report, it says leads, net leads and you can specify by user. If there was a column for missed leads that then allows you to pull all the customers that were missed.
Shelby Parker
Hey La'Quisha Turner, thanks for your feedback! I have a few more questions for you:
- What specific time frame should be considered for a lead to be marked as 'missed'?
- Are there any specific criteria or conditions under which a lead should not be considered 'missed' even if not responded to in time?
- Would you like the report to include any additional metrics or data points related to missed leads?
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La'Quisha Turner
Shelby Parker
- Same Day time frame.
- No
- no additional metrics needed.
We only need to see how many deals are rotated away from sales consultants if nor responded to in the specific time frame so that we can stress the importance of doing so and coach on making response times better.