In this article
About this report
The lead list report includes a list of leads that you can filter by date, status, type, or other criteria. This report will help you and your sales staff manage your leads.
For example, you could have a lead list filtered by account manager scheduled to each of your sales staff weekly, or you can get a quick view of the value of your current, won, or lost leads for any or all of your events.
Example report setting and output
- Open the Reports menu.
- From the Sales and marketing section, select the Lead List report.
To access all report settings on the report page, from the toolbar press Report Settings.
- To show each lead's notes in the report, select Show notes.
Report management features
Learn how to: