MQL Call Report
The MQL Call report is a call list of marketing-qualified leads (MQLs) who do not have a project yet. Work it to turn MQLs into sales leads.
note
This report is available to Mosby Building Arts only.
Accessing the Report
Reports > Marketing > MQL Call
Who Is Listed
A contact is listed when they:
- Are a prospect or client (not a vendor) created in the date range
- Are a marketing-qualified lead — they did not come in with a project opened the same day. This is the same definition as the MQL figure on Leads, Appointments to Wins
- Have no project yet. A contact whose only project was deleted is listed again
- Are not marked Do Not Call
- Have no marketing outcome, or the first marketing outcome
Deleted contacts are left out.
Report Columns
| Column | Description |
|---|---|
| Name | Contact name. Click a row to open the contact |
| Preferred Contact | The email address or phone number the contact prefers to be reached at |
| Created By | The user who created the contact |
| Date Created | When the contact was created |
| Last Activity Date | The date of the contact's latest activity, if any |
The report opens with the oldest contacts first. Click any column heading to sort by it.
Available Filters
| Filter | Description |
|---|---|
| Created From / To | The contact created-date range. Defaults to January 1 through today. Presets pick common ranges |
| Created By | Only contacts created by this user |
Filters are kept in the page address, so you can bookmark or share a filtered view.
Export Options
Click Export CSV to download the list as shown, in the same sort order.
Related Reports
- Leads, Appointments to Wins - MQL and MQL-to-SQL counts
- Weekly Call Report - Call activity