client lead source report

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Sean Allen

Requester

Agents need to be able to run their own report organizing the source of their leads based on the "lead source" question during file setup. Why can we not do this?

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SkySlope Support posted about 1 month ago Admin

Created By Jill Himlie

Requester

I am looking for this report as well. I need to know where leads are coming from so I can effectively plan our marketing strategy. Are leads primarily referrals? Referrals from friends and relatives or from a referring broker? Sign calls, floor time, community activity, paid lead system? The more detail I have, the better use of marketing dollars for our firm I can provide.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Sean,

This is Yousef from the product team at SkySlope.

This is interesting; we are in the process of researching our users reporting needs. Two questions for your:

1. Would you be interested in talking to us about your needs? This one and any other reporting needs you might have?

2. Could you tell me a little bit more about why do you need this kind of report? Would it help decide which channels to focus on to get more leads? Are you looking for an aggregate view for multiple/all agents? Or per agent? What decisions do you think you can make based on this data? How would you envision the report looks like: grouped by channel? Do you need to drill down to see the status of the leads for a particular channel?

I’m eager to hear more about your needs.

Yousef

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