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.
An example of the Leads Not Contacted Report can be seen below:
Columns generated in this report contain:
- Location - location of club
- Employee - Employee who owns the follow-up
- Lead - Follow-up name
- Status - Status of follow-up. Can be "Lead" (which is Membership Follow-Up #1) or "Missed Guest"
- Email - Email of Follow-up person
- Mobile - Mobile phone number of lead
- Home - Home phone number of lead
- Work - Work phone number of lead
- CreatedDate - Date lead was created in Club OS