How do I Generate Reports in Leads App?

Updated on March 1, 2017 02:38AM by Admin

Leads App Reports

Leads App support you by displaying the result of the particular inquiry related to the general lead, leads activity, customer, lead source and performance.

Steps to Generate Reports in Leads

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Click on Reports icon located at the app header bar.
  3. You can view "General Reports" and "Sales Report" as shown in the image below:
    Reports Panel

General Reports - These reports reflect the detailed list of,

Charts - A graphical representation of lead sources and sales pipeline.

  • Lead Sources.
  • Sales pipeline.

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