Lead Analysis
- Stephanie Pepper (e-manage|ONE)
Owned by Stephanie Pepper (e-manage|ONE)
The Lead Analysis will give you results in a grid showing Lead information. See the Leads section of the Help Guide for additional details.
You can choose from several different criteria options using the left panel to select items such as Lead Status, Lead Type, Salespeople and more. You can also use the middle section to select Leads based off critical information such as Create Date, Last Activity Date and more.
If you choose to run without selecting any criteria it will show you ALL Active Leads in your division.
From within the grid you can group items, filter down, create summaries, sort, export the data and more. See here for more information on how to customize grids.