To access the Reporting Module, click on 'Reporting' at the top right of your screen.
With permission you will see either Company, Branch or Salesperson tabs to the top left.
We are looking for Branch reporting for this report.
Click on the CRM tab to the left and you will see all of the CRM reports you have access to
Your lost Enquiries Report tracks your Enquiry losses. This report is helpful in identifying losses over a specific timeline that you have set at the top of the screen.
The first graph will show the number of lost enquiries in the search Range.
The second graph will detail the number of losses broken down by your customised Lost Reasons.
This bottom half of the page lists your lost enquiries. Filtering by Lost Reason, Salesperson can give you good follow-up information which can help analyse and address any issues that may repeatedly arise.
Your lost reasons are customisable and editable. This is permissions based and found under CRM in your profile dropdown. *This is permission based so wont show for all users*
You can Edit, Merge, Archive or Delete lost reasons - see below screenshot.
