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Reports Menu > CRM > CRM Leads Report |
The CRM Leads Report displays CRM leads using a selection of parameters.
CRM Leads Report Screen
Parameter Name |
Description |
Lead Status Assigned To |
Parameters to restrict the CRM leads you wish to see on the report. |
Include Unqualifiable |
No - Unqualifiable leads will not be included on the report. |
Include Snoozed Leads |
Yes - Leads that have been snoozed will be included on the report. |
Sort By |
Status - The report will sort and display by Status. Assigned To - The report will sort and display by Assignee. |
When the required parameters have been entered, the CRM Leads Report will be generated
Example of CRM Leads Report
