This report provides an overview of Lead activity per location and includes Leads, whether they originated in Storable CRM or your Facility Management Software.
Report date ranges that include current or future dates will have incomplete data because reports are refreshed periodically. We strongly recommend selecting a date range that only includes past dates.
Lead Summary
Location - Every location associated with your account.
Total Leads - The total number of Leads that were created.
Active - The number of Leads that are still Active.
Rented - The number of Leads that have Rented.
Lost - The number of Leads that have been canceled.
Transferred - The number of Leads that have been Transferred.
Closing % - The Lead closing percentage as calculated by the total Leads divided by the number of Leads rented.
Total Follow-ups - The total number of Follow-ups that have been completed.
Manual - The number of manually completed Follow-ups.
Auto - The number of automatically completed Follow-ups.
Lead Details
Location - The location where the Lead was created.
View Lead - Link to view the lead card.
Lead Id - The unique identification given to each Lead.
Name - The Lead's name.
Phone - The Lead's primary phone number.
Email - The Lead's primary email address.
Lead Status - The Lead's current status.
Lead Creator - The user's name who created the Lead. System indicates an API Lead.
Created Date/Time - The date and time the Lead was created.
Ad Source - Indicates the tracking line that the Lead called in on.
Lead Type - Lead type (Inquiry, Reservation, etc.). Note: Additional types may be listed depending on which property management software your company uses.
Unit Type - The type of unit that the Lead has inquired about, Reserved or Rented.
Unit Size - Unit size.
Rate - Unit price.
Special - Indicates which special is applied to the unit price.
Rented Date - The date on which the Lead rented (moved in).
Transferred - Indicates whether or not the Lead was neighbored.
Follow-ups - The number of Follow-ups completed for the Lead.
Manual Follow-ups - The number of manual Follow-ups completed for the Lead.
Cancellation Reason - The reason the lead canceled.