Lead Management Report

The Lead Management Report is a client report that displays all leads added manually or captured using the lead capture widget and lead capture automated marketing campaigns during the selected time period. This report can be used to communicate with leads, assess lead activity, and otherwise manage your leads for your business.

This article describes how to view the Lead Management Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Lead Management Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Clients.
    4. On the Clients menu, click Lead Management. The Lead Management Report is displayed.

    Headings in the Lead Management Report

    HeadingDescription
    DateThe date that the lead was added to the system is listed in this column.
    LeadThe name, email, and profile image of the client account associated with the new lead is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
    CampaignThe lead capture marketing campaign used to obtain the lead is listed in this column.
    Purchase OptionThe incentive purchase option offered with your lead capture marketing campaign is listed in this column.
    Lead Created ByIf the client was manually added as a lead, the name and profile image of the staff member who created the new lead is listed in this column.
    Referred ByIf the client was referred to your business by another client, the name and profile image of the client who made the referral is listed in this column.
    StatusThe status of the lead is listed in this column. By default, the status is New. It can be changed manually by clicking the arrow icon and selecting Active or Not Interested.

    Advanced filters in the Lead Management Report

    FilterDescription
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
    Home LocationUse this filter to determine which clients to include in the report based on the home location associated with their profile. This filter will only search for active locations, deactivated locations will not be displayed.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    CampaignUse this filter to determine which leads are included in the report based on which lead capture campaign was sent to them.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    Lead Created ByUse this filter to determine which leads to include in the report based on which staff member manually added the lead.
    Created by StaffUse this filter to determine whether to include leads that were manually created by staff members. If No is selected, staff members selected in the Lead Created By filter will not be displayed.
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