How can we help?

Search for answers to your questions by entering keywords below, or look through our knowledge base.

Leads Not Contacted Report [Breakdown]

Follow

Leads Not Contacted Report


This report will display the details of every Prospect who, either, possesses a 'Missed Guest' status or remains at Step #1 in the Membership Follow-Up Schedule. Click here for steps on how to access, filter, and schedule this report.

Note: This report does not include Prospects who have yet to be assigned to a follow-up employee or who currently lack a scheduled follow-up.

Screen_Shot_2018-04-11_at_12.03.55_PM.png

 

An example of the Leads Not Contacted Report can be seen below:

 

Columns generated in this report contain:

  1. Location - location of club
  2. Employee - Employee who owns the follow-up
  3. Lead - Follow-up name
  4. Status - Status of follow-up.  Can be "Lead" (which is Membership Follow-Up #1) or "Missed Guest"
  5. Email - Email of Follow-up person
  6. Mobile - Mobile phone number of lead
  7. Home - Home phone number of lead
  8. Work - Work phone number of lead
  9. CreatedDate - Date lead was created in Club OS
Was this article helpful?
0 out of 0 found this helpful

Comments