All items shown in this article are relevant to Wanted Leads List, Signed Leads List, and Lost Leads List reports.
In the Leads section of Reports, you can see a breakdown of your Wanted, Signed, and Lost Leads under the Wanted Leads, Signed Leads, and Lost Leads reports.
In this article, we will discuss the features of the Wanted Leads List, Signed Leads List, and Lost Leads List.
When opening the Lost Leads List report, you will see a list of all Leads that your firm Lost (Leads you wanted, but ended up lost). You can also see all relevant information such as the sub-status (i.e. Hired Another Attorney, Lost Contact, etc.).
From here you can filter sort by a specific criteria by clicking a column heading. You may also filter down based on any keyword by typing in the filter box. Clicking the Excel button will export the list into a spreadsheet. You can also view the lead by clicking the View button to the left of the lead.
At the top right hand side of the screen, there are two ways to further sort this screen. You can sort by Offices or by Views.
Sorting by office will sort all revenue by source, by the specific office you choose, or by all offices.
Sorting by views will allow you to sort the data by a given time range.