Leads Analysis

This Help File Page was last Modified on 03/30/2017

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Leads Analysis

This Help File Page was last Modified on 03/30/2017

The Leads Analysis Report provides a list of all (or by specific categories) of your Company's Lead Categories based on the Leads that were received within specified dates.

To view or print this Leads Analysis Report,

a)From the Backstage Menu System Select Reports and Choose Prospect And Proposal and Select the Leads Analysis option, or

b)From the Quick Access Menu, Select Reports and Choose Prospect And Proposal and Select the Leads Analysis option

 

HelpFilesLeadsAnalysisReportDialog

Leads Analysis Report - Options tab

 

Leads Analysis Report tabs - There are three tabs on the Leads Analysis Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

Any or All of the these predefined Lead Tracking Categories may be included by Checking the appropriate boxes:

By Lead Source

By Marketing Area

By Lead Type

 

Show Detail? - By default, a basic list of the selected Lead Tracking Categories, with totals for each (separated by Subscribers and Prospects), will be provided.

Check this box to include a list of all of the Leads received for each Lead Tracking Category.

By Checking the Show Detail box, each Subscriber and/or Prospect in each selected Lead Tracking Category will be shown along with their Email address.

 

Select the Date Range for the report using the Drop-Down Calendar/Date Entry fields provided:

a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date

 

Enter the starting date for the Date Range selection using the Drop-Down Calendar/Date Entry field provided.

Enter the ending date for the Date Range selection using the Drop-Down Calendar/Date Entry field provided.

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Leads Analysis Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesLeadsAnalysisReportDetailSample

Leads Analysis Report - Preview tab - All Categories / No Detail

 

 

Note: If Show Detail? is not Checked, as shown at the mouse pointer under Direct Mail Post Cards in the illustration below, you may still view the Details of a specific Description by Clicking on that Description when Previewing the report.

 

HelpFilesLeadsAnalysisReportSample

Leads Analysis Report - Preview tab with Detail

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrow to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Leads Analysis report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

By Clicking on any Email address while Previewing the Leads Analysis Report, an Outlook® Email dialog will be opened for that Account:

 

HelpFilesLeadsAnalysisReportEmail

  Email dialog with automatically inserted address - User may supply any additional text, as appropriate

 

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.