triConvey Lead Management includes the ability to generate reports specific to Leads.
triConvey Lead Reports can track all open Leads, as well as the Next Steps assigned to Leads so that firms can stay on top of their new business pipeline.
1. Select the Reports tab from the triConvey Home Dashboard.
2. From the Select Report drop down menu, select Lead - Open & Next Steps.
If you are a Firm Owner with access to Firm Insights, you can generate Lead Insights to get a better understanding of your lead pipeline and wins and losses.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article