The Open Leads Summary report gives law firms a detailed view of all active, unconverted leads. By tracking these open leads, firms can prioritize follow-ups, monitor engagement efforts, and focus on converting leads into clients more efficiently.
Insights Expected from the Open Leads Summary Report
This report delivers crucial insights that enhance lead management and decision-making:
Lead Tracking: View all open leads, enabling your firm to focus on active prospects and ensure timely follow-ups.
Engagement Strategy: Track which leads are in the pipeline and at what stage, helping your firm tailor engagement strategies to move leads closer to conversion.
Lead Prioritization: Identify high-potential leads that require immediate attention, ensuring that resources are allocated effectively for the best chance of success.
Conversion Improvement: By monitoring open leads regularly, firms can adjust their approach to ensure a higher conversion rate and refine their lead nurturing processes.
To generate the Open Leads Summary report:
Navigate to the Dashboard
Click on Reports
Scroll down to the Leads section and choose 'Open Leads Summary.'
You can refine the details by applying various filters. The report can be exported for further analysis, making it easier for firms to refine their lead management strategies and improve client acquisition efforts.
Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.