Lead Recap Report Brittnee
The lead recap report gives you an overview of all your lead sources! A few things to know:
It pulls leads from a chosen timeframe. It's good practice to filter by last 7 days.
The data shown is based on selecting lead in the Lead from field on a project file. So make sure you're indicating your lead on the profile files!
You have the ability to see leads from all sources from current clients to residential referrals.
At the bottom of the report, you will find a lead summary with the number of total leads and the percentages for their base bids and contract amounts.
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