The On the Fly™ feature can be used to generate a graphic representation of your company’s leads in the form of a color-coded graph:
Select the Lead Listing Page from which you’d like to run your report.
A reporting (bar graph) icon is included in the header of certain columns. For instance, on a Lead Listing Page, the Pipeline,Assigned To, Stage, How Heard, Promo Type, Products Interested In, Products Sold, Lost Reason, Lead Source, Location, and Division columns may feature the icon to the left of the column heading.
Use of this feature is simple and effective. Please note: when using this function from a mobile device, users will have to turn their devices ninety degrees to landscape orientation in order to generate the On the Fly Totals report.
EXAMPLE: Select “Walk In” from the “Lead Source” column to reveal the number of leads recorded as walk-in business.
After clicking the “On the Fly” button, go to the “How Heard” column and click on the reporting icon. This will reveal an interactive, color-coded bar graph that visually represents the various ways your walk-in leads heard about your company.
Utilize this as a quick reference before closing it, or click the “Save” button to download an image of the graph to your system for later use.
For best use of this feature, a clear understanding of the On the Fly Reporting function is recommended. To learn more, watch the On The Fly Reporting instructional video.