The “All leads” report shows you all leads created in a selected period of time.
The report is generated for all created leads on the “Reports > Leads > All leads” page.
There are three parameters by which the report is generated.
Period. This parameter allows you to select the time frame for which the report will be generated: today, yesterday, this week, this month, last week, last month, and custom.
Location. Here you can select one / several / all locations if there is more than one.
Lead Type. Use this option to see the created leads by different types.
Set the necessary parameters and click “Apply”.
The report is generated with the basic information on the lead: date and time of creation, number, lead type and status, the employee who created the lead, client and his phone number, and comment. At the bottom, you’ll find the total number of leads.
You can also customize the display of columns in this report. To do this, click on the table button and check the required columns.
The report can be printed or exported to your PC as an Excel file.