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Leads Priority Report

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The Leads Priority report shows the list of Leads that can be ordered by priority or by

count of meetings.

  1. Open the library with reports.
  2. Select Leads Priority.
  3. Define criteria for generating the report, as follows:
Criteria
  • Ordered By Select the option to order Leads by, as follows:

     

    • Priority – Leads are ordered by the priority of the Sales Folder.
    • Count of Meetings – Leads are order by the count of meetings.

3. When complete, click Apply.

The report data varies depending on the selected ordering option.

The report on Leads ordered by priority looks as follows:

The report shows Leads grouped by the priority of the Sales Folder. The following information is available in the report:

Sales Folder Report Information
RankRank of the Lead.
CustomerName of the Lead (Customer) and contact phone number and email address.
Sales FolderName of the Sales Folder.
Date CreatedDate when the Sales Folder was created.
SalespersonSalesperson who created the Lead (Customer).

The report on Leads ordered by count of meetings looks as follows:

The report shows Leads grouped by the count meetings. The following information is available in the report:

Count Meetings Information
RankRank of the Lead.
CustomerName of the Lead (Customer) and contact phone number and email address.
Number of MeetingsNumber of meetings with the Lead.
Last MeetingDate of the last meeting with the Lead.
Sales FolderDescription of the Sales Folder.
SalespersonName of the Salesperson who added the Lead.
Updated on 5 November, 2021

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