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How to track lead sources Last Update : 2018/10/23 Rating : Not Rated |
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Question / Issue |
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What is the Lead Source Report and how do I run it? |
Answer / Solution |
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A Lead Source Performance report provides a detailed analysis of how your agency gets new business. To access the report, hover over Reports at page top, and select Advanced. The Lead Source section provides two different reports: These reports provide the tools for an agency owner or manager to be able to conduct in-depth analyses on the auto and home quoting/binding activity by lead source. Some examples of reports in this section include:
The results for each report can be viewed in visual graphs such as bar graphs or pie charts as well as in list form. |
Direct Link to This FAQ |
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http://www.itcdataservices.com/support/CMPWFAQ/?f=353 |
Tags |
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lead source reporting report |