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IS Prospects and ROI

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IS Prospects and ROI

IS Prospects and ROI

IS Prospects and ROI

1

Introduction

2

To search contacts by their lead source

3

Perfect example of report

Introduction

1

This is Brian's home screen and it includes his well over due task.

1

This process is about how lead source ROI track in a simple and easy way.

To search contacts by their lead source

1

Click contact.
2

Find the view contact.

1

Click the new search.

1

Click the miscellaneous criteria or misc criteria.

1

Choose the lead source that your are looking for or you want to search.

1

Then click search.

1

Then the contacts under the lead source that you've search will appear.
2

You will get the total number of lead source and how many appointments are set.

Perfect example of report

1

You will see lead source, revenue, cost per contact and how many became costumers. This is the perfect report what Brian wants to look like.
2

Brian wants to know how many sets of appointments and became appointments but he wants to see where it came from.
3

All numbers are not up to date and Brian will put how much money are spent in different places.

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