Pre-Lead Insights Report

Modified on Thu, Aug 8, 2024 at 10:18 AM

Overview 

In this article, we'll detail the Pre-Lead Insights report that is available to Aline CRM customers utilizing the Pre-Lead Company options. 


For an overview of the Pre-Lead individual type, please review this article HERE.



The Pre-Lead Insights Report

Available data displaying in the report includes: Pre-Leads by market source, Pre-Leads conversion rates, Pre-Leads rejection reasons.


Users can drill through in the report to see and export the detail view. 



Users will be able to review the logic page to get an idea of how the data is presented.


 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article