Category Audit Report 8-27-18

One of the most important keys to success with BoomTown is proper lead follow up. Over time as new leads come in we can sometimes lose track of what categories they fall into; Qualify for example can fill up with an excess of leads if we find ourselves unable to qualify them. Our new Category Audit Report is designed to help Brokers, and Agents make sure no lead slips through the cracks.

In the report (under the “Reporting” tab in the left side navigation) you’ll find a new report that quickly shows you how many leads are in each category, what the recommended process is for those leads, the number of communications, and other important information. You can also click into the number of total leads in a given category to be quickly taken to Lead Central to view those leads.

Quick Tips

  • Make sure you have pop-up blockers disabled for leads.boomtownroi.com
  • Data is updated on a daily basis. If you find a discrepancy between the report and lead central please keep in mind changes made to Lead Central will not reflect same day in the report.

Visit https://leads.boomtownroi.com/app/auditreport to view your report!