Converted job when a lead is set

[bradley_]

We closely track technicians conversion rates in their scorecard and technicians get "docked" (i.e. job not converted) when they flip a lead to a sales technician that sells the job.  They get credit for the lead and the sale, but the job is not counted as a converted job and goes against their conversion rate.  I think the system should mark this job as CONVERTED job and give the technician credit for converting this if the lead is set AND and sold estimate is present. 

[BCN]

There is a separate KPI you can track for this. It's called SLM conversion rate, and its in the technician performance dataset. SLM stands for "sale, lead, membership". It counts a job as converted if the job was sold, but also if a lead was set or a membership was sold (even if its under the sold threshold)