# Lead Disposition Report

A **comprehensive analysis** is required to understand how each agent in the organization handles and processes leads. 

This **involves** examining how leads are managed, tracked, and followed up on by every individual, as well as **evaluating** whether they are being effectively converted or discarded. 

By **assessing** the methods used for lead handling and disposal, the organization can gain **insights** into how leads are distributed and worked on, **determining** whether agents are maximizing their potential or missing opportunities for conversion. 

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The **goal** is to ensure that all agents are aligned in their approach to lead management, **improving** overall efficiency and success rates.
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### To view the **Lead Disposition Report,** follow these steps:

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1. Go to the "**Reports**" option from the left-hand tab of your screen.

<figure><img src="/files/4yvYbLHctu60JiFpPY5h" alt=""><figcaption></figcaption></figure>

2. A new window will appear, where you need to **click** on the third option from the top that is the "**Lead Disposition Report**".&#x20;

<figure><img src="/files/HglSpa29euGrxOZ7z5f3" alt=""><figcaption></figcaption></figure>

3. Then another window will appear with the **disposition details** of each and every users.

<figure><img src="/files/AraofQc8UDKmlhqs9iLv" alt=""><figcaption></figcaption></figure>

### The data can be further filtered in multiple ways for better analysis:

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1. **Date Wise:**

<figure><img src="/files/fG2uBxGwvGPdvgK7hxdR" alt=""><figcaption></figcaption></figure>

2. **Users Wise:**

<figure><img src="/files/SXjFLblkKYMYKTpmzguA" alt=""><figcaption></figcaption></figure>

### Lead Disposition Report Download or Share:

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The data from the lead disposition report can also be **downloaded** for further analysis or record-keeping.&#x20;

It can be **shared** with others in **various formats**, such as Excel, PDF, JPG or CSV, making it convenient for collaboration and reporting.&#x20;

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This **flexibility** allows managers to **distribute insights** across teams or to higher management, facilitating informed decision-making.&#x20;
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Additionally, it ensures that the **performance metrics** can be reviewed or audited as needed.

<figure><img src="/files/3nwFZ7Dwiy48oFWElYFe" alt=""><figcaption></figcaption></figure>

### Lead Disposition Report View Option:

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This option allows you to **customize the visibility** of specific columns on the dashboard for your analysis, downloading, or sharing.&#x20;

You can select or unselect particular columns based on the data you want to **focus** on in the report.&#x20;

This **flexibility** ensures that only the **relevant information** is displayed or shared, helping you tailor the report to **meet your specific needs**.&#x20;

By selecting columns according to your **requirements**, you can streamline your analysis and make data-driven decisions more efficiently.

<figure><img src="/files/eNovBJYPg2xx4wYGnhuW" alt=""><figcaption></figcaption></figure>


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