Qualified Lead Follow Up report

Submitted by Sheryll Chua

This is a supplementary report that should be created with Standard Lead Qualification Process. The purpose of the report is to show sales manager/salesperson what happens to the qualified leads that they get.

What this recipe gives you:

A system custom reports in FunnelBud with 4 conversion funnels showing the journey of the leads from:

  • Lead Qualified to Opportunity Created to Opportunity Won

  • Lead Qualified to Opportunity Created to Opportunity Lost

  • Lead Qualified to Lead was Untaken

  • Lead Qualified to Lead was Manually removed from Qualified

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