What is the Leads Export Report?
The Leads Export Report is an excellent Sales tool, allowing your team to analyze the success or value of specific locations or rooms or track the source of your incoming inquiries! With lots of filtering options, you'll be able to pull specific Reports to gain a broader knowledge of your incoming leads. To pull a Leads Export Report use the steps below:
- Click on the Reports tab at the top of the page.
- Click on 'Leads Export Report' found on the right side of the page.
- The Leads Export Report automatically pulls up the Active Leads. Adjust each filter (Owners, Locations, Created Date, Event Date, Last Action, Unread, Statuses) to generate a specific report.
- Select desired data by customizing Report Builder Columns.
- With all your filters set and columns included, its time to export to Excel! Use the 'Download Report' button.
- Save this file to your desktop and email or print this out for your team as needed!