Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The options for this report are:

Option Title

Description

Which Date?

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

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.

...