Back to Claim Reporting

Getting Started with Lead Claims

Learn how to navigate and analyze each component of the Lead Claims Dashboard to master tracking your team's lead management activity.

The Lead Claims Dashboard gives you a complete view of your team's lead handling activity. From first-to-claim patterns to pond releases, you'll see exactly how leads move through your organization.

Dashboard Overview

Smart List Zero dashboard overview

Get a birds-eye view of all lead claim activity across your organization. The dashboard shows you everything from initial claims to lead releases in one centralized view.

Filtering Your View

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  • Available filters:
    • Agent selection
    • Pond filtering
    • Claim type filters:
      • First to Claim
      • Pond Claim
      • Reassigned
      • Released to Pond
    • Tags
    • Lead source
    • Date range selection

Agent Performance Metrics

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  • Track key metrics for each agent:
    • FTC (First to Claim) activity
    • Pond claim patterns
    • Reassignment tracking
    • Lead releases to pond

Lead Claims History

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  • Monitor lead movement:
    • Lead movement tracking
    • Agent transitions
    • Pond assignments
    • Lead stage monitoring

Lead Details View

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  • Track lead movement history:
    • See when leads were initially claimed
    • Track reassignments between agents
    • Monitor releases to ponds
    • View exact timestamps of each action