Mortgage Quest has several lead management reports that enable you to analyze your sales activities. This information is useful to determine which activities are most productive and which are not.
· Lead Management Report – Summarizes all sales activities, such as calls made and received, email and letters sent, sales cycle and conversion rate.
· Lead Detail Report – Shows all sales activities by lead, such as calls made and received, email and letters sent, interviews conducted, and tasks and appointments set.
· Lead Stage and Call Report – Summarizes leads by sales stage and call results.
· Forecast Report – Shows all leads on the forecast, including confidence level, sale value, and notes and telephone numbers for follow up calls.