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Lead History shows the most recent 25 calls, emails you have received. You can click on the contact name to listen to the calls and rate the quality of the lead. You can also filter your leads to only view unrated activity, lead type (call/email/offer), or if the call length is greater than 2 minutes.

It is recommended that you rate your leads. Our algorithm recognizes your feedback and adjusts accordingly. Remember, a good lead is anyone that is interested in the services you provide, within your serving area. If it’s an opportunity for business, it’s a good lead. When you rate and save your contact’s information, that person will then be added to your contacts list for future marketing use.

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The Referral report is the next sub-tab. This shows you a quick snapshot of the calls you’ve received on each of your tracking lines. If you are using any additional tracking lines (example: billboard advertising etc.), you can view those calls in the referral chart at the bottom to view each line’s percentage of your total lead volume. 

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If you click the call tracking sub-tab, you will see a heat map of your lead volume and how many calls were answered or missed. This is helpful in determining your busiest time of day. Additionally, the call tracking information can help you staff appropriately, ensuring you don’t miss valuable leads and have employees out of the office on lunch/breaks when you are busiest.