Managing New and Follow Up Leads

In the left-hand panel, navigate to the "Reports" section and select "Key Reports."
Select the "02. Lead Status" option to continue and generate the report automatically.
Select the custom date range you want to view from the dropdown menu at the top.

By default, the report is set to display the Year to Date range, so you will need to adjust it to your desired custom date range before running the report again.

Select the lead's name to open the lead file in a new tab.
Leads will be managed by “# of Calls.”
- A new lead will have 0 calls recorded under “# Calls.”
  - After reaching out to a lead, you should log the call in the lead's profile (detailed instructions are provided below). This action will automatically change the "Number of Calls" to 1 in the Lead Status Report.
The process for managing leads and following up will progress as follows:
- # Calls: 0 → New Lead
- # Calls: 1 → Contacted
- # Calls 2 → First Follow Up

Once a lead is successfully scheduled for a program, it will no longer appear in the Lead Status Report.

For detailed instructions on logging a call for a lead, refer to the Track Lead Touch Points by Logging a Call section.

Managing New and Follow Up Leads

This article explains how to manage new and follow-up leads using the reporting features in your system, streamlining lead management and follow-up processes.

Managing New and Follow Up Leads