Generate Lead Report

To view your leads report navigate to menu item Reports from the aside menu and click Leads.

You can view the following reports:

  1. Weekly
  2. Sources
  3. Monthly
  4. Staff

 

NOTE: If you want the reports to be accurate you need to assign the lead to the default system status Client if you have conversion.

Did you find this article useful?

  • Create New Lead

    Navigate to leads view from the main menu on the left side and click on the button new lead. You ca...
  • Lead Sources

    You will always need a way to know from where you got the lead. Go to Setup -> Leads -...
  • Lead Statuses

    You can easily customize leads statuses. To add new lead status you will have to go to Setup&#...
  • Using leads kan ban

    There is 2 options listing leads kan ban and table. The kan ban options is simple, you can drag...
  • Assign Lead To Staff Member.

    Open a lead and simply select the staff member you want to assign the lead. After submitting the sta...