20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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20.36 View Lead Traffic
A report used to view lead traffic. For example, you can run the report to see which project is more popular or during which hours the majority of leads come. Templates can be created from reports and saved for easy future access.
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20.36.1 Running a template report
20.36.2 Creating a new report
20.36.1 Running a template report
Step Action
1. Open View Lead Traffic application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email the template, enter an email address in the Send email to input field, select email, choose report format from the Report In drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
3. When you are done, click .
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20.36.2 Creating a new report
Step Action
1. Open View Lead Traffic application.

FORM FAQ
Project For which project do you want to view traffic? Select one or more projects.
Traffic From & To Date Select a time frame for your report by entering the From and To dates.
Traffic From & To Hour Report output can be narrowed down to a specific hour to see, for instance, if the majority of visitors come in the morning or afternoon. Tabulating traffic by hour helps management to evaluate interest and to plan staffing.
Traffic Type What type of traffic do you want to view?

Be-backBe-backs are return visitors.
UncardedUncarded visitors are ones who didn't fill out an information card at the sales office. NOTE: Cards filled out at sales sites provide an invaluable source of information on customer interest and motivation.
2. Fill out any of the search fields. Try to narrow down your search criteria as much as possible, to reduce the size and loading time of the report.
3. When you are done, click or .
4. Here is an example of a Lead Traffic report in online mode. Traffic is grouped by project, date and time.

To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template name input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
5. When you are done click .
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Updated April 4, 2013