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CO115 - Client Enquiry Conversion

This report looks to analyse the front of house team conversions, by tracking based on the phone call to booking a clients first appointment.

Additionally, you will have information such as: Created By, Created Date, Client, Converted, Service, and Employee.

With this report you will have information about your clients that possess or not possess all of the mentioned above.  

Preview

  • Created By - The staff member who created the lead on the system.
  • Created Date - The date on which the lead was created on the system.
  • Client - The name of the lead.
  • Converted - Shows if the lead has been converted into a client or not.
  • Service - The service/treatment that the lead has book when they have been converted into a client.
  • Employee - The employee who converted the lead into a client.

 

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