Viewing Lead Summary by Representative
The Lead Summary by Representative zone displays a summary of leads for the initiative (or initiative hierarchy group) by individual representative. If the Initiative is configured not have a sales representative, the zone will group those leads under ‘Leads without Representative’.
To limit the summary of leads by sales representative:
- Select
- Enter your search criteria in the Initiative Query zone.
- Click Refresh.
-
In the search results list, click the link for the initiative
you want to maintain.
The selected initiative opens in the Initiative portal.
- Go to the Statistics page and scroll, as necessary, to view the Lead Summary by Representative zone.
- Specify Start Date and/or End Date to limit the summary to leads created within this date range. If specified, start date must be on or before the current date and end date must be on or after the start date. If left blank, end date is defaulted to the current date.
- If Include Inactive Leads is set to No, leads for the initiative (or initiative hierarchy group) regardless of status are included.
- A summary line for the individual sale representative shows the total Lead Count.
- A breakdown is included beneath each sales representative summary line that shows a subtotal Lead Count by lead state.
- An icon is displayed that allows broadcasting of the representative, initiative, date range and lead state (if available) to other zones on the portal. Lead state broadcast is only available on the subtotal lines.