To view the Lead Management Report click the App Drawer button then click View All > Reports > Clients > Lead Management.

The Lead Management Report is a client report that displays all leads added manually or captured using the Lead Capture Widget and lead capture automated marketing campaigns during the selected date range.

This report can be used to communicate with leads, assess lead activity, and otherwise manage your leads for your business.

Summary cards in the Lead Management Report

In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.

Summary card	Description
Active Pass Holder	The total number of active pass holders who were recorded as leads during the selected date range.
Active Member	The total number of active members who were recorded as leads during the selected date range.
Inactive Pass Holder	The total number of inactive pass holders who were recorded as leads during the selected date range.
Inactive Member	The total number of inactive members who were recorded as leads during the selected date range.
Prospect	The total number of prospects who were recorded as leads during the selected date range.
Total	The total number of leads recorded during the selected date range.

Headings in the Lead Management Report

Heading	Description
Date	The date that the lead was added to the system is listed in this column.
Lead	The name, email, and profile image of the client account associated with the new lead is listed in this column. Details about this client, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
Campaign	The lead capture marketing campaign used to obtain the lead is listed in this column.
Purchase Option	The incentive Purchase Option offered with your lead capture marketing campaign is listed in this column.
Lead Created By	If the client was manually added as a lead, the name and profile image of the staff member who created the new lead is listed in this column.
Referred By	If the client was referred to your business by another client, the name and profile image of the client who made the referral is listed in this column.
Status	The status of the lead is listed in this column. By default, the status is New. It can be changed manually by clicking the arrow icon and selecting Active or Not Interested.

Advanced filters in the Lead Management Report

Filter	Description
Client Status	Determines which clients to include in the report based on whether they currently have an active Purchase Option.
Home Location	Determines which clients to include in the report based on the home location associated with their profile. This filter will only search for active locations, deactivated locations will not be displayed.
Lead Created By	Determines which leads to include in the report based on the specific staff member who created the lead.
Client Types	Determines which clients to include in the report based on their client type.
Client Groups	Determines which clients to include in the report based on their client group.
Campaign	Determines which lead to include in the report based on the lead capture campaign sent to them.
Created by Staff	Determines whether to include leads manually created by staff members. If No is selected, the staff members listed in the Lead Created By filter won’t be displayed.