WindoorERP Documentation 19.0

Audit lead generation channels, marketing sources, unattended leads, and lead quality

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Tracks lead acquisition efficiency across digital advertising, showroom walk-ins, and architect referrals, while highlighting unattended leads exceeding customer response SLA thresholds.

Before you start

  • Sales Manager or Marketing Analyst access.

Steps

Leads acquisition by marketing source bar chart

Lead analysis pivot matrix by source and qualification rate

Detailed leads reporting audit list

Important

Speed to lead is critical: inquiries contacted within 15 minutes have a 400% higher conversion rate in custom fenestration.

  1. 01
    Open CRM › Reporting › Leads.
  2. 02
    To audit Unattended Leads: apply the Unattended filter (leads with no salesperson assigned or no activity planned) to identify cold leads.
  3. 03
    To audit Quality Leads: group by Source / Medium / Campaign to calculate conversion percentage per marketing channel.
  4. 04
    Evaluate average time from initial inquiry to first sales touchpoint.

Common mistakes

  • Allowing web inquiries to sit unassigned over weekends without automated auto-reply routing.
  • Spending advertising budget on lead sources with high volume but 0% factory order conversion.

Continue learning

Audit sales rep activity velocity, completed calls, and site measurement productivity Measures sales team operational output by auditing completed phone calls…

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