All about Lead Disposition Summary

All about Lead Disposition Summary

Overview

The Lead Disposition Summary in Meritto CRM categorizes leads based on different lead stages and provides insights into the quality of leads from various traffic sources. This summary enables you to analyze lead performance, assess verification status, and track applications efficiently.

Core Functionalities

Understanding Lead Categories

Leads Section

  • Total Count: Represents the total number of leads generated from a specific traffic source.

  • Verified: Indicates the number of leads successfully verified from that source.

  • Unverified: Shows the count of leads that remain unverified.

Untouched Leads Section

  • Total Count: Displays the total number of leads from a traffic source that have not been engaged with yet.

  • Verified: Represents the count of untouched leads that have been successfully verified.

  • Unverified: Shows the number of untouched leads that are yet to be verified.

  • Applications: Displays the number of applications received from the source mentioned alongside it.

  • Lead Stages:Leads are categorized into different stages by counselors for better tracking and follow-up:

  • Hot: Leads showing high interest and likely to convert soon.

  • Warm: Leads with moderate interest requiring further engagement.

  • Cold: Leads that are currently unresponsive or show low interest.

  • Submitted: Leads that have successfully submitted an application.

  • Closed: Leads that have been marked as completed or resolved.

  • Not Reachable: Leads that could not be contacted after multiple attempts.

Filtering and Data Extraction

  • You can apply filters to analyze leads based on:

    • Traffic Channels: Assess the performance of different lead sources.

    • Lead Stages: Identify leads in different stages for better segmentation.

    • Courses: Analyze leads based on specific course interests.

    • Date Ranges: View lead trends over a defined period.

  • The filtered data is also available for download to facilitate further analysis.

Benefits of Lead Disposition Summary

  • Enhanced Lead Tracking: Provides a structured overview of lead performance across different stages.

  • Optimized Engagement: Helps counselors prioritize leads based on their stage and interest level.

  • Improved Conversion Insights: Enables you to evaluate lead quality from various traffic sources.

  • Customizable Data Analysis: Facilitates data segmentation through multiple filtering options.

Conclusion

The Lead Disposition Summary in Meritto CRM provides you with an in-depth analysis of their lead pipeline, enabling data-driven decision-making and optimizing applicant conversion strategies. By categorizing leads and applying targeted filters, you can streamline their lead management process and improve engagement outcomes.


    • Related Articles

    • One-View Lead Profile

      Overview The Lead Profile provides a comprehensive view of all data and activities related to a specific lead. It consolidates all data related to the lead details, associated activities with timelines, communication logs, follow-ups, notes, and ...

    • All about Channel Summary

      Overview The Channel Summary in Meritto’s Campaign Manager provides an in-depth analysis of leads and applications generated from various traffic channels. It helps you track marketing performance, allocate budgets effectively, and calculate ROI ...

    • All about Purchase Summary

      Overview The Purchase Summary in Meritto provides a centralized view of all fee payments, including application fees, token fees, and other payments. This feature allows you to track payment statuses, filter records based on various parameters, and ...

    • Lead Score and Lead Strength

      Overview Lead Score in Meritto CRM provides a numerical representation of a lead’s conversion potential, dynamically updating based on lead stages, lead activities, and logic-based scoring via automation. It serves as a unified scoring mechanism to ...

    • Lead Manager - An Overview

      Overview Meritto’s Lead Management System (LMS) is designed to centralize and streamline the entire lead lifecycle for educational institutions. It helps you capture, track, and nurture all the incoming leads and inquiries raised through various ...