PHONE TEAM- LEADS REPORT
"Success is the sum of small efforts, repeated day in and day out."
FULL NAME OF REPORTING TEAM MEMBER
First Name
Last Name
TEAM ID
ENTER YOUR ID # HERE.
TODAY'S DATE
-
Month
-
Day
Year
Date
TIME REPORT ENTERED
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
RELEVANT LEAD LINE (FROM EXCEL SHEET) BEING REPORTED:
IE: Line # 142
STATE OF ORIGIN
ie: TX, TN, PA, KY, MN, etc.
CALL DETAILS (select all that apply)
1. NO ANSWER
2. LEFT VOICEMAIL
3. VOICEMAIL FULL
4. CLIENT ANSWERED
5. CLIENT ANSWERED & FOLLOW UP EMAIL SENT
6. BAD/WRONG NUMBER
Other
DATE & TIME OF APPOINTMENT (IF SET FOR THIS LEAD)
BRIEF DESCRIPTION OF CONVERSATION/EFFORTS TO CALL LEAD:
SHORT, CONCISE, FACTUAL. THEN MOVE ON TO NEXT LEAD.
Submit
Should be Empty: