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Process Street
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IS Prospects and ROI
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IS Prospects and ROI
IS Prospects and ROI
1
Introduction
2
To search contacts by their lead source
3
Perfect example of report
Introduction
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This is Brian's home screen and it includes his well over due task.
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This process is about how lead source ROI track in a simple and easy way.
To search contacts by their lead source
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Click contact.
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Find the view contact.
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Click the new search.
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Click the miscellaneous criteria or misc criteria.
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Choose the lead source that your are looking for or you want to search.
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Then click search.
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Then the contacts under the lead source that you've search will appear.
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You will get the total number of lead source and how many appointments are set.
Perfect example of report
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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.
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All numbers are not up to date and Brian will put how much money are spent in different places.
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