Business Intelligence - Lead Concierge Report

Lead Concierge is a lead qualifying service for leads routed through and other lead sources. Lead Concierge will be there to monitor and call new email leads as they come in to your Lead Manager.

The Lead Concierge Report gives you a comprehensive overview of Lead Concierge's activity.. 


If you already have Lead Concierge, this article will outline the reporting feature within your Connect Dashboard:


Within your Apps drop-down menu, you will find the Business Intelligence Application (if you have a Connect Website with us as well, there will more options within this view).



This report gives you an overview of your Lead Concierge activity by month.

The top chart will display overall totals for the reporting month.


You can adjust the month and year in question, so that you may see how the Lead Concierge performing. This report will show you how many call attempts, call transfers, appointments scheduled, and more.

You can click on the Learn More link to see more information about each section of the report.




The bottom grid will display a more detailed view for each lead.


Report Downloads

You can save and download the reports to print with a quick click. There is a CSV and PDF version. The PDF version will produce a report of what is currently being viewed on the screen.


Have Questions? Just Ask! Our Support Team can be reached at 866-774-2947 or by email at!

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