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Shonal Singh

Shonal Singh

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The options for this report are:

Option Title

Description

Which Date

RangeFrom and To dates (this date is the date

?

Appointment Date: date which the lead was scheduled for/on.
Creation Date: date which the lead was

entered)Sales Rep

created/entered.

Date From

Select the report start date.

Date To

Select the report end date.

Sales Reps

Select Reps to be included in report.

Lead Status

Select Lead Statuses to be included in report

Detail Pages

Appointment below is the date the appointment was booked for

...

.

TimeZone

Do Not Edit.

Report by Appointment Date: The appointment date field will be date for the lead.

...

Report by Creation Date: The appointment date field will be date the lead was created or entered into BUZ.

...