Amanda: Link CRM Lead Status to RETURNED MESSAGES / CALLBACKS report

[jesusitd]

Uploaded new version with CRM data:

[jesusitd]

[11:27 AM] Amanda Redford but i am wondering ​[11:27 AM] Amanda Redford if we can compare the lifecycle of the lead ​[11:27 AM] Amanda Redford from when agent left vm to conversion ​[11:27 AM] Amanda Redford all in one [11:28 AM] Amanda Redford can u do that? ​[11:29 AM] Amanda Redford WE also want to include age of the lead ​[11:29 AM] Amanda Redford based off lead create date and time Just from lead create date and time -> to when the inbound call was logged (agent that left VM, and status at transfer) -> to conversion when signed or when declined and transferred to agent with current status [11:30 AM] Jesus Gonzalez Date converted! If available

---

[4:05 PM] Amanda Redford Hi Jesus ​[4:05 PM] Amanda Redford I see your email I don't think the report is complete yet ​[4:07 PM] Amanda Redford Is there a way to display the data better for the lead lifecycle from when it was created up until when it signed and the rep that left the voicemail and the last rep that got the docusign or Declined? ​[4:07 PM] Amanda Redford Also you can make call type a pie chart ​[4:08 PM] Amanda Redford and we dont need the submitted by chart since we already have the bar graph

[jesusitd]

Last attempt:

Tomorrow I'll try generating: A Lead Summary with Concatenate where all the relevant Points of data during its lifetime are brought in. This can go in a STAR icon just like the Clients Case Summary 👍

[jesusitd]

Next:

• Timeline for VM left -> Inbound Call -> (Transferred To?) -> Conversion
• Figure out the Signed to Decline when the agent that Left VoiceMail is the Same Transferred To

[jesusitd]

Delivered new version:

[jesusitd]

Assumed accepted.