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Lead Information Report

Overview

Use this report to explore lead details, track lead progress, and identify qualified/unqualified leads in your sales process.

IN THIS ARTICLE

What's in the report
Interpreting the data
Filtering the data

What's in the report

To run this report, you must have the following Security Group permissions:

  • Report “Visible”
  • Group “Visible” or Individual “Visible”
  • Sales Opportunity “Visible”

Report data for Group leads:

  • Group Name
  • Type*
  • Status
  • Primary Contact First Name
  • Primary Contact Middle Name
  • Primary Contact Last Name
  • Primary Contact Title
  • Lead Agent/Affiliate
  • Project Code
  • Lead Source
  • Lead Date
  • Servicing Agent First Name
  • Servicing Agent Middle Name
  • Servicing Agent Last Name
  • Last Activity Date
  • Last Activity Type
  • Last Activity Status
  • Last Activity Method
  • Last Activity Notes
  • Group custom field columns**
  • Primary Contact Address**
  • Primary Contact Address 2**
  • Primary Contact Zip Code**
  • Primary Contact City**
  • Primary Contact County**
  • Primary Contact State**
  • Primary Contact Email**
  • Primary Contact Business Phone**
  • Primary Contact Home Phone**
  • Primary Contact Cell Phone**
  • Opp Name**
  • Opp Value**
  • Opp Confidence Rating**

*Only shows Group Types that belong to the “Leads” category. Learn more about Type Categories.
**Optional fields that you can include in your report download.

Report data for Individual leads:

  • First Name
  • Middle Name
  • Last Name
  • Title
  • Type*
  • Status
  • Lead Agent/Affiliate
  • Lead Source
  • Lead Date
  • Servicing Agent First Name
  • Servicing Agent Middle Name
  • Servicing Agent Last Name
  • Last Activity Date
  • Last Activity Type
  • Last Activity Status
  • Last Activity Method
  • Last Activity Notes
  • Individual custom fields**
  • Primary Contact Address**
  • Primary Contact Address 2**
  • Primary Contact Zip Code**
  • Primary Contact City**
  • Primary Contact County**
  • Primary Contact State**
  • Primary Contact Email**
  • Primary Contact Business Phone**
  • Primary Contact Home Phone**
  • Primary Contact Cell Phone**
  • Opp Name**
  • Opp Value**
  • Opp Confidence Rating**
  

*Only shows Individual Types that belong to the “Leads” category. Learn more about Type Categories.
**Optional fields that you can include in your report download.

Interpreting the data

What is a lead?
In AgencyBloc, leads are typically Group or Individual records. In this report, you’ll see Groups or Individuals with a type that belongs to the “Leads” Type Category.

Screenshot highlighting the Type field on an Individual record

To see meaningful data in this report, make sure you’re filling out the Type field on your Groups and Individuals, and using Type Categories.

How do I know when a lead was last contacted?
By looking at the Activity data, you can see when the last Activity was created for the lead and its status. If a lead’s last Activity was created a long time ago, you may want to contact the lead’s servicing agent for a progress update.

How do I know if a lead is qualified?
It depends on your business processes, but here are a few questions you can use to determine whether a lead is qualified. Please note, you will want to include Opp data to help you identify qualified/unqualified leads.

Does the lead have any Activities? Does the lead have any Opps? Is the lead qualified? Reason
Yes Yes Yes

Typically indicates that someone has contacted the lead and is in the process of selling them something.
No Yes Maybe Typically indicates that someone is in the process of selling the lead something. Without any Activities, you may not know exactly how that process is going.
Yes No Maybe Typically indicates that someone has scheduled a to-do or follow-up for the lead. Check the lead’s Activity to see its progress. Without any Opps, it’s likely that the lead isn’t ready for a sale yet.
No No No Without any Activities or Opps, it’s likely that no one is actively working the lead.

Also, lead’s Status and Type fields can help you determine its progress in your sales process.

Filtering the data

If you have a lot of data, it could take AgencyBloc a little time to export your lead data, especially if you include contact information, custom fields, or Opp data. To narrow your report results and improve the report download speeds, use any of the following filters:

  • Report Type - Only Group or Individual lead data will be included in the report results.
  • Type - Only Group/Individual leads with the specified type(s) will be included in the report results. Please note, this filter will include options for Types that belong to the "Leads" category will be included in the report results.
  • Status - Only Group/Individual leads with the specified status(es) will be included in the report results.
  • Servicing Agent - Only Group/Individual leads with the selected Agent in the Servicing Agent field will be included in the report results.
  • Lead Date Range - Only Group/Individual leads that have a lead date within the specified range will be included in the report results.
  • Lead Source - Only Group/Individual leads with the specified lead source(s) will be included in the report results.
  • Lead Agent/Affiliate - Only Group/Individual leads with the selected Agent in the Lead Info > Agent/Affiliate field will be included in the report results.
  • Project Code - Only Group/Individual leads with the specified project code(s) will be included in the report results.

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