It can be hard to know how successful a list of leads is, and even harder to know the activity your team puts into turning those leads into customers. That’s why Genie Team Edition offers a number of ways to track activity that make it easy.
Activity is measured by changes or edits in a lead record, changes in the Lead Status or by Follow Ups being scheduled. Success is measured by customers won.
The following will explain in detail all the ways you can track activity and measure success, but the interface itself is designed to be very visual and intuitive. Schedule a tour with your customer service representative so you can take a tour and see for yourself how Genie’s Team Editions can drive performance and deliver results!
The Admin has access to team User performance reporting through the Genie Team Home dashboard. In addition to current Team reports, the Admin can see:
From the Home Dashboard, navigate to the following areas:
Review the Progress Bar for each list in the My Leads section of the Team Home Dashboard. A good way to look at activity for any particular list of leads, the Progress Bar quickly displays the volume of leads worked relative to the entire size of the list. Hover over the Progress Bar for a pop-up showing:
By clicking on the arrow to the left of the list name, a window will appear beneath the list with two view options:
Assignments: There are four components to this view showing team User activity on this list:
1) Individual User Activity: By list across 3 columns:
PLEASE NOTE: If no users have been assigned to this list, you will only see the “+ Assign Leads” link.
2) Customers Won: Total customers won for this list displayed for the Last 7 Days and Last 30 days
3) Leads Worked: Total leads worked for this list Today, over the Last 7 Days and the Last 30 Days.
4) Average Worked Per Day: Total number of leads worked on this list over the last 5 business days
Sales Pipeline: A graphical interface giving a quick overview of activity and results across team members and lists. This view is best used for tracking overall progress on two key results – leads worked and new customers. The Sales Pipeline shows the activity for Leads Worked or New Customers over 4 different time ranges (By Day, Week, Month or Quarter)
Team Member Activity: Click on Show Details underneath the Sales Pipeline and select Team Member activity to see team Users and the lists where activity has been recorded. Hover your mouse over the Progress Bar to get more details.
Follow Ups: Select the Follow Ups icon in the Team Home Dashboard to go to the Follow Ups screen view where you can see a list of all the follow-ups your Users have scheduled. Narrow the view to see the follow-ups scheduled for one particular team member or by a date range.
Use the Team Data filter criteria selections in the Build List/Search screen for other ways to track activity by lead list. Going this route will quickly allow you to scroll through the actual list to reassign or deploy direct mail and email marketing campaigns.
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