Leads Report
Leads Reports are designed to help you create Reports based on your Lead Data.
To access your Leads Report;
- Go to your Reports tab on your left hand side menu.
- From your Reports Dashboard select Lead. This will populate your Leads Report Dashboard where you will see several options for what type of Leads Report you can run.
- Select the report that you would like to run.
- This will populate the Report Filters page where, based on what report you are running, you will find different filters that you can apply like a date range, etc. You are also able to name this report as well.
- Once you have your Report filters set, press the Run button and the report will populate for you to view.
In the upper right hand corner, you can Print the Report, Email the Report or Export the Report that you see on your screen.
On the Report Filters screen you are also able to Save the Report which would then save the Report under your Saved Reports tab.
IF YOU ARE AN OFFICE ADMINISTRATOR: You will be able to select Offices and Agents that you want to run this report for on the Reports Filter Page.
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