Leads and Productivity

How do I use the user activity report?

How do I use the lead log history report?

How do I use the lead snapshot report?

How do I use the Milestones report?

How do I use the tagging report?

How do I see what was done with my new web leads?

How do I track total calls and actions for a user?

How do I see how many leads were assigned to a user, and what they have done with them?

How do I track speed to contact, or speed to sale?

How do I see who leads are being auto assigned to?

How do I see what was done with an imported list?

How do I see what was done with new manually added leads?

How do I find all leads that meet a certain criteria?

How do I get a detailed list of all calls or actions performed during a certain date range?

How do I see my new leads when they come in?

How do I use the User Activity Report?

The User Activity report tallies total Actions entered and Milestones reached for a certain user over the course of a date range. This information is gathered based on the user's history notes entered on leads.

1. Navigate to Administration > Reports, and click on User Activity.
2. Choose a user and date range.
   Optional: Group by Folder or Source. This will give you separate reports for each Folder or Source.
3. Click Generate Report.
4. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I use the Lead History List report?

The Lead Log History List report lists all history notes entered on leads during a date range, along with the lead's information, the note author's (Blitz user's) name, and the date and time the note was added. Above the report, bar graphs summarize the data based on types of user actions, types of system actions, and the author of the note.

1. Navigate to Administration > Reports, and click on Lead History List.
2. Choose a date range, and any filters from the dropdowns. If filters are chosen, only notes that meet the filter criteria will be displayed on the report.
3. Click Generate Report.
4. To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.
5. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I use the Lead Snapshot report?

The Lead Snapshot report is meant to view a group of leads that are actively being worked to track progress. The report lists each lead, the assigned user, the next appointment date, the last history entry created by user and system, and when the lead was created. Below each lead, all Milestones reached, every email event (delivered emails, emails that have been opened, links clicked), every user action date, and every system action date. Above the report, bar graphs summarize the data based on current Milestone and Status, current assigned user, lead types, and lead sources.

1. Navigate to Administration > Reports, and click on Lead Snapshot.
2. Choose filters from the dropdowns to display the group of leads you are looking for.
3. Click Generate Report.
4. To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.
5. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I use the Milestones report?

The Milestones report lists all Milestones reached in a given date range. For each Milestone reached, elapsed time is measured for time to reach the Milestone, time the lead was at the Milestone, and time since the lead was at the Milestone. Above the report, bar graphs summarize the data based on users, Milestones, and lead sources. This information is gathered based on the history notes entered on leads.

1. Navigate to Administration > Reports, and click on Milestones.
2. Choose a date range and click Generate Report.
3. The results can be filtered, sorted and/or grouped to find needed information.
   To filter, click "Show Filter Options" in the dark blue bar. When the results are filtered, the bar graphs above will change. Click here for detailed instructions on filtering.
   To sort, click on any column header on the report to sort by that column. Click again to reverse the order.
   To group, click and drag any column header to the grey bar above the report. This will generate a separate report for each unique value in the grouped column.
4. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I use the Tagging report?

The Tagging report lists all Tags added in a given date range. Above the report, bar graphs summarize the data based on tags, which users added the tags, and lead sources that were tagged.

1. Navigate to Administration > Reports, and click on Tagging.
2. Choose a date range and click Generate Report.
3. The results can be filtered, sorted and/or grouped to find needed information.
   To filter, click "Show Filter Options" in the dark blue bar. When the results are filtered, the bar graphs above will change. Click here for detailed instructions on filtering.
   To sort, click on any column header on the report to sort by that column. Click again to reverse the order.
   To group, click and drag any column header to the grey bar above the report. This will generate a separate report for each unique value in the grouped column.
4. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see what was done with my new web leads?

The best way to see a summary on activity with new web leads is by using the Lead Snapshot report.

1. Navigate to Administration > Reports, and click on Lead Snapshot.
2. For "Lead Type," choose Web Lead.
3. For "Lead Created," choose a recent date range.
4. Choose any other filters to find the information you need.
5. Click Generate Report.
6. To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.
7. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I track total calls and actions for a user?

To see a summary of total calls and actions for a user, run the User Activity report.

1. Navigate to Administration > Reports, and click on User Activity.
2. Choose a user and date range.
   Optional: Group by Folder or Source. This will give you separate reports for each Folder or Source.
3. Click Generate Report.
4. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see how many leads were assigned to a user, and what they have done with them?

The Lead Snapshot report can show total leads assigned to a user, and lists progress on each lead.

1. Navigate to Administration > Reports, and click on Lead Snapshot.
2. For Assigned To User, choose the user you would like to report on.
3. Choose any other filters to narrow down the data.
4. Click Generate Report.
5. The total number of leads assigned to the user is found directly below the Generate Report button, as well as in the bar graph.
6. To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.
7. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I track speed to contact, or speed to sale?

The Milestones report will show speed to contact or sale for each lead, averages based on grouped data, or total averages for the account.

1. Navigate to Administration > Reports, and click on Milestones.
2. Choose a date range and click Generate Report.
3. Pick which Milestone you would like to report on by filtering. To filter, click "Show Filter Options" in the dark blue bar and filter on the Milestone column. Click here for detailed instructions on filtering.
   Next to each Milestone reached, the speed to reach that Milestone is listed in the "Time to Reach" column. At the bottom of the report, the average is shown in the light grey bar.
4. To see averages for each user, each source, or another criteria, group the report. To group, click and drag any column header to the grey bar above the report. This will generate a separate report for each unique value in the grouped column.
5. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see who leads are being auto assigned to?

1. Navigate to Administration > Reports, and click on Lead Auto Assignment History.
2. Choose a date range and click Generate Report.
3. The results can be filtered, sorted and/or grouped to find needed information.
   To filter, click "Show Filter Options" in the dark blue bar. When the results are filtered, the bar graphs above will change. Click here for detailed instructions on filtering.
   To sort, click on any column header on the report to sort by that column. Click again to reverse the order.
   To group, click and drag any column header to the grey bar above the report. This will generate a separate report for each unique value in the grouped column.
4. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see what was done with an imported list?

The best way to see a summary on activity with imported leads is by using the Lead Snapshot report.

1. Navigate to Administration > Reports, and click on Lead Snapshot.
2. For "Lead Type," choose Imported List.
3. Choose any other filters to find the information you need.
4. Click Generate Report.
5. To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.
6. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see what was done with new manually added leads?

The best way to see a summary on activity with manually added leads is by using the Lead Snapshot report.

1. Navigate to Administration > Reports, and click on Lead Snapshot.
2. For "Lead Type," choose Manually Added.
3. Choose any other filters to find the information you need.
4. Click Generate Report.
5. To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.
6. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I find all leads that meet a certain criteria?

The Lead List can be filtered based on any criteria to find what you're looking for. 

1. Navigate to Leads > All Leads By Folder.
2. Select a Folder from the Folders, or All Folders.
3. Once the list is displayed, click "Column Options" in the dark bar. Multiple columns can be filtered to narrow down the list. Click here for detailed instructions on filtering.

How do I get a detailed list of all calls or actions performed during a certain date range?

The History List report shows a list of all history notes, and can be filtered to view only calls, or other actions.

1. Navigate to Administration > Reports, and click on Lead Log History List.
2. For "Log Action," choose the action you would like to report on. 
3. Choose any other necessary filters, and a date range.
4. Click Generate Report.
5. To sort the results differently, click on any column header on the report to sort by that column. Click again to reverse the order.
6. To Export, click the Excel icon located in the dark blue bar.
   Note: Bar graphs will not be exported. To save the bar graphs, we recommend using the Snipping Tool or a similar screen capturing tool.

How do I see my new leads when they come in?

If using an auto assign group:

By going to Leads > Dashboard you can easily access you new web leads and see what is happening with them! 

Simply Click on the area pictured above and you will get a list of your web leads.

Also, on the same page, you can use "Last 10 Leads Assigned" to see who is getting the latest leads!

If using Shark Tank:

If leads are unassigned, then users have the option to have an email or popup notification about all new web leads. Go to My Preferences and select "Notify me of ALL new web leads" or "..web form leads" in the "Auto-Assignment and New Lead Email Notification Settings" section. They can either click on the emailed link to the lead or navigate to “Leads” and click “Shark Tank” in Blitz.