|FAQ ID # 353|
|How to track lead sources
Last Update : 2018/10/23
Rating : Not Rated
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|Question / Issue|
|What is the Lead Source Report and how do I run it?|
|Answer / Solution|
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|
|lead source reporting report|