How do I Generate List of Leads by Customer in Leads App?

Updated on July 23, 2017 11:58PM by Admin

Leads app allows you to generate the reports as per requirement. You can view the leads that are  brought in by a specific customer using Leads by Customer option. It also has some standard formats to generate reports for your convenience. Lets go through the steps quickly.

Steps to Generate List of Leads by Customer

  1. Log in and sccess Leads App from your universal navigation menu bar.
  2. Click on Reports icon located at the app header bar.
  3. Click on "Leads by Customer" from left navigation panel.
  4. Provide the following information:
    • Customer - Name of the customer. Start typing in field, it will auto populate the existing customers.
    • Start Date – Start date.
    • End Date – End date.
  5. Click on "View Report" to view the report in dashboard.
  6. Click on "Export" button to export the results.

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