Recycled Leads Reports for LeadStreams

✅ Summary:
This training video walks through the Recycled Leads Report available within PhoneBurner's LeadStream reporting suite. Admins can use this report to track which leads were recycled, when, by whom, and from which LeadStream—helping monitor list health and user activity.

Key Highlights:

• Accessing the Report:
  • Navigate to Team > Reports > LeadStream Reports
  • Select Recycled Leads Report
• Filter Options:
  • Filter by date range (e.g., Last 30 Days)
  • Filter by specific team member or entire team
  • Filter by LeadStream or view all
• What It Shows:
  • Number of leads recycled per user
  • Drill into recycled leads by clicking on the number
  • View details such as:
    • Which LeadStream the lead came from
    • Contact status, last disposition, and distribution date
    • Full contact timeline (creation, distribution, recycling events)
• Exporting:
  • Reports can be downloaded as CSV files
  • Exports are basic summaries of on-screen data

🏷️ Tags:
recycled leads, leadstream reports, contact recycling, lead management, phoneburner admin, team monitoring, leadstream analytics, outbound call reporting, call outcomes

📝 Cleaned-Up Transcript:

As a team admin or team leader using the LeadStream functionality in PhoneBurner, it’s important to understand the reporting tools available to you. In this video, we’ll focus specifically on the Recycled Leads Report.

How to Access the Report

Start by navigating to the Reports tab under the My Team section of your admin account.

• On the left-hand side, click on LeadStream Reports
• From there, choose Recycled Leads Report

Filter Options

Once selected, you’ll have a few filters to apply:

1. Date Range – Choose from presets like “Today,” “Yesterday,” or “Last 30 Days.”
   • In this video, we’re using Last 30 Days.
2. Team Member –
   • You can view recycled leads across the entire team, or filter for a specific team member.
3. LeadStream –
   • You can analyze all LeadStreams or focus on just one.

After setting your filters, click Run Report.

Reviewing the Report

Once the report runs, you’ll see a list of team members who had leads recycled during the selected timeframe.

• If a team member isn’t listed, it means they had no recycled leads in that period.

For example, in this demo, we see 338 leads recycled for Jeff. Click on that number to drill down into the details.

Lead-Level Details

Drilling into a team member’s recycled leads shows:

• LeadStream the contact came from (e.g., “Hot Fresh Leads,” “Preview Pull,” etc.)
• Call Status – What was the last disposition?
• Distribution Date
• A timeline for each contact (click “View Timeline”)
  • See when the lead was created, distributed, and recycled.

This allows you to trace the contact’s full journey through the system.

Filtering Further

You can refine the view even more—for example:

• Filter by Jeff as the team member
• Filter by “Hot Fresh Leads” as the LeadStream

This lets you zero in on very specific activity patterns.

CSV Export

You can export the report by clicking “Download Report as CSV.”

• The export mirrors what you see on screen in a simple spreadsheet format.
• You can download filtered reports (by team member or LeadStream) or the full report.

Again, this export is pretty basic—meant more for reference or sharing, not deep analytics.

And that wraps up the overview of the Recycled Leads Report in LeadStream.

Using this report helps you track how leads are moving through the system, monitor rep activity, and decide when it’s time to refresh or adjust your lead distribution strategy.

Thanks for watching, and happy dialing!