How do I Generate Lead Source Performance Report in Leads App?

Updated on May 3, 2019 06:48AM by Admin

In Apptivo Leads App, Lead Source Performance is the report generated by taking into consideration any one of the lead sources.

For instance: If the lead source is cold call then the performance report can be generated using the number of leads generated using the method cold calling.  The performance report will reveal the number of active and dead leads with the criteria cold calls. Following are the steps to generate leads source performance.

Steps to Generate Leads Source Performance

  • Log in and access Leads App from your universal navigation menu bar.
  • Click on Reports  from the left navigation panel.
    Leads Reports
  • You can view "General Reports" or "Sales Reports".
  • Click on “Leads Performance by Status I Sales Rep. I Lead Source ” under "Sales Reports".

    View Lead Source Performance

  • Provide the following information:
    • Performance By - Select the Lead source from the drop down to view that report
    • Lead Source - Select the type of lead source from drop down.
    • Start Date - Select the Start date.
    • End Date - Select the End date.
  • Click on "View Report" button to view the performance list of the Lead Source.

    View Report

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