Converted job when a lead is set

New Contributor

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. 


Community Moderator
Community Moderator

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)