Storable CRM and Collections Knowledge Base

Lead & Call Trends

Storable CRM

The Lead & Call Trends report provides an overview of calls that came into your location for a given year. To view, select a specific location or all locations, then select the year.

The Lead Trends are presented first. Scroll down to view the Call Trends.

Lead Trends:

Lead trend data categories include:

  • Location - Every location associated with your account.

  • Month(s) - The month associated with the year selected in your filter.

  • Leads - The number of Leads that have been created per facility.

  • Rented - The number of rented Leads.

  • Expired - The number of Leads that are no longer active (i.e. cancelled).

  • Followups - The number of Follow-ups completed for all Leads.

  • Cancelled - Manual - The number of manually cancelled Leads.

  • Cancelled - Other - The number of automatically cancelled Leads.

  • Conv % - The Lead closing percentage as calculated by the total Leads divided by the number of Leads rented.

Call Trends:

Call Trends data categories include:

  • Location - Every location associated with your account.

  • Month(s) - The month associated with the year selected in your filter.

  • Calls - The total number of calls per location.

  • Calls - Non Collection - The total number of non-collection calls per location.

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