{"id":1036,"date":"2025-04-02T05:43:04","date_gmt":"2025-04-02T05:43:04","guid":{"rendered":"https:\/\/blogs.kit19.com\/Manual\/?page_id=1036"},"modified":"2025-04-02T06:00:17","modified_gmt":"2025-04-02T06:00:17","slug":"lead-report","status":"publish","type":"page","link":"https:\/\/blogs.kit19.com\/Manual\/lead-report\/","title":{"rendered":"Lead Report"},"content":{"rendered":"\t\t

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Lead Report<\/strong><\/span><\/h1>
The Lead Report<\/strong> section is divided into multiple tabs, each focusing on a different aspect of lead tracking:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Navigation Tabs:<\/strong><\/li><\/ul>
Lead & Followup (Active tab, highlighted in green)<\/li>
Task & Appointment<\/li>
Pipeline<\/li>
Sourcewise Lead<\/li>
Daily Enquiry Report<\/li><\/ul><\/li><\/ul>
Date Selection:<\/strong><\/li><\/ul>
Period: 28-Mar-2025 to 29-Mar-2025 (Dropdown calendar selector)<\/li><\/ul><\/li><\/ul>
Lead Report Table Columns:<\/strong><\/li><\/ul>
User by Name<\/strong>: List of users with unique IDs<\/li>
New Leads Added<\/strong>: Number of new leads added by each user<\/li>
Total Leads Assigned Currently<\/strong>: Total leads assigned to the user<\/li>
Unique Leads Followed Up<\/strong>: Number of unique leads followed up<\/li>
Total Followups Marked<\/strong>: Total follow-ups marked<\/li>
Total Followups Due<\/strong>: Total follow-ups due<\/li>
Total Followups Done from Due<\/strong>: Number of follow-ups completed from due<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Task Report Section:<\/strong><\/p>
Table Headers:<\/strong>
UserByName<\/strong> (User\u2019s name and ID)<\/li>
Executive<\/strong><\/li>
CreatedDate<\/strong><\/li>
TotalCreated<\/strong> (Total tasks created)<\/li>
CompletedTillDate<\/strong> (Tasks completed until the selected date)<\/li>
CompletedInTime<\/strong> (Tasks completed within the set timeframe)<\/li>
Open<\/strong> (Pending tasks)<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Sourcewise Lead Report Section:<\/strong><\/p>
View Options:<\/strong>
User<\/strong> (Selected)<\/li>
Hierarchy<\/strong><\/li><\/ul><\/li>
Search Bar Available<\/strong><\/li>
Entries Display Control:<\/strong> Show 10 entries<\/li><\/ul>
\u00a0Data Table with Columns:<\/strong><\/p>
USER_LOGIN:<\/strong> User login details<\/li>
TOTAL ASSIGNED:<\/strong> Total leads assigned<\/li>
PENDING:<\/strong> Pending leads<\/li>
Other Columns (Data Sources):<\/strong> Various lead sources (e.g., 1000CONTACTS, 1000WAUPLOAD, etc.)<\/li><\/ul>
\u00a0User Data in Table:<\/strong><\/p>
User:<\/strong> \u201cUser Name\u201d
Total Assigned:<\/strong> No. of Assigned<\/li>
Pending:<\/strong> No. of Pending<\/li>
All other columns contain 0 values<\/strong><\/li><\/ul><\/li><\/ul>
Icons & Filters:<\/strong><\/p>
Green Filter Icon<\/strong> (Left sidebar)<\/li>
Download Button<\/strong> for report<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Sourcewise Lead Report Section:<\/strong><\/p>
View Options:<\/strong>
User<\/strong> (Selected)<\/li>
Hierarchy<\/strong><\/li><\/ul><\/li>
Search Bar Available<\/strong><\/li>
Entries Display Control:<\/strong> Show 10 entries<\/li><\/ul>
\u00a0Data Table:<\/strong><\/p>
The table content is not visible<\/strong> in the screenshot, but a message at the bottom states:
\u201cShowing 1 to 2 of 2 entries\u201d<\/strong><\/li>
This means the report contains two entries<\/strong>. However, the details are not currently displayed.<\/li><\/ul>
The Lead Report<\/strong> section in Kit19 provides a detailed breakdown of leads, follow-ups, tasks, and sources<\/strong>\u2014helping sales teams track performance and optimize conversions<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Lead Report The Lead Report section is divided into multiple tabs, each focusing on a different aspect of lead tracking: Navigation Tabs: Lead & Followup (Active tab, highlighted in green) Task & Appointment Pipeline Sourcewise Lead Daily Enquiry Report Date Selection: Period: 28-Mar-2025 to 29-Mar-2025 (Dropdown calendar selector) Lead Report Table Columns: User by Name:<\/p>\n
\n Continue Reading <\/span><\/i><\/a>\n <\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_uag_custom_page_level_css":"","footnotes":""},"class_list":["post-1036","page","type-page","status-publish","hentry"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"admin","author_link":"https:\/\/blogs.kit19.com\/Manual\/author\/admin\/"},"uagb_comment_info":0,"uagb_excerpt":"Lead Report The Lead Report section is divided into multiple tabs, each focusing on a different aspect of lead tracking: Navigation Tabs: Lead & Followup (Active tab, highlighted in green) Task & Appointment Pipeline Sourcewise Lead Daily Enquiry Report Date Selection: Period: 28-Mar-2025 to 29-Mar-2025 (Dropdown calendar selector) Lead Report Table Columns: User by Name:…","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/1036","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/comments?post=1036"}],"version-history":[{"count":5,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/1036\/revisions"}],"predecessor-version":[{"id":1052,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/1036\/revisions\/1052"}],"wp:attachment":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/media?parent=1036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}