I want to get report for every contact owner :
1. contact owner calling contacts (lead status changed to appointment schedule)
2. appointment schedule status to closed won:
like i want to get every rep call conversions.
Hi @SolarReady,
There are multiple ways you could visualize this. The wording is slightly different than what you have, but you could start with a filter like this:
Depending on the type of report you create this would vary, but on my below example the left side would show the rep, the right side would show the count of contacts.
I have this broken down by lead status, which is optional. If you filter by only 1 lead status, that wouldn’t be super helpful because there wouldn’t be anything to break down.
You would likely have to do an additional report for your appointment scheduled is closed won because it sounds like it’s a different property, but you could build this in the same fashion.
The filters you apply for timing would be based on whatever timeframe you want to report on, but that filter could be changed on a dashboard filter.
Hope this helps!
Thanks! I want to know the report on pickup rates on the contact owner.
every changed lead status in all inbound calls
every changed lead status in all outbound calls? Can we get that?
Hi @SolarReady,
Yes, you can do that as well. If you want separate reports you can filter accordingly:
Or alternatively you can apply the filter for the timeframe and not filter by call direction, but then break your report down by call direction:
