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Lead Reports

There are four reports available under Lead Reports in BuddyCRM.

 

Leads Not Contacted Since Date – gives a list of all the leads not contacted since selected date, with the selected fields as per the filter criteria

My Top Leads – gives an ordered list of all the leads with company name, account profile and rating as per the filter criteria

Leads Created Within Date Range – gives a list of all the leads created within a selected date range, with the selected fields as per the filter criteria

Leads Converted Within Date Range – gives a list of all the leads converted to accounts within the selected date range, with the selected fields as per the filter criteria

Updated on May 21, 2018

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