ChapterBuilder - What is the Status Story Report?

ChapterBuilder - What is the Status Story Report?

The Status Story Report is one of the many reports that are available for ChapterBuilder users. This reports provides insight about the effort you are putting in for those leads in a specific status. 

You can select any status (one or more) and it will display details about your process and how you've interacted with those leads. This is a great place to look to see where you have missed opportunities to engage with leads. 

Here is the data that is available in this report:

  • Activity breakdown for each Lead 

  • Organization average (on average it took 4 notes, 5 calls, etc. for example) 

  • Number of tags that were used 

  • Number of milestones that were used 

To access the Status Story, follow these steps:

1. Navigate to your "Settings" tab (left-side navigation) 

2. Click on the Status Story tab (at the top) 

There you will be able to access the data, filter it, and export any information you want to keep.

Note, the Status Story report is only available for organizations with a Standard or Pro subscription. It is not available in the Basic or Lite version.


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