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Lead Analysis (Detailed)
Lead Analysis (Detailed)
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.
Report by Creation Date: The appointment date field will be date the lead was created or entered into BUZ.
, multiple selections available,
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