The options for this report are:
Option Title | Description | |
---|---|---|
Which Date? | Appointment Date: date which the lead was scheduled for/on. | |
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.
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Report by Creation Date: The appointment date field will be date the lead was created or entered into BUZ.
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