Sales Lead Status Report¶

There is an extra column in this report to show the percentage conversion rate from sales lead to order.

The ‘Sales Lead Status Report’ figures were incorrect if ‘archiving’ had been run. Fixed.
Previously if a sales lead was created and then an appointment made for it, if that appointment was then deleted (using the delete key), the sales lead is completely deleted.
Instead of this, the sales lead is now given a status ‘Cancelled’.
Cancelled sales leads are excluded from the Sales Lead Report and Sales Lead Status Report, but they stay on ‘Fitters Sheet/Sales Lead Enquiry’ form so it would be possible to resurrect them.

Reports > Sales Lead Status Report – dates in the header

The % conversion calculation on this report is now based on leads less pending leads rather than just on leads.