Leads Priority Report

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

count of meetings.

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

Rank	Rank of the Lead.
Customer	Name of the Lead (Customer) and contact phone number and email address.
Sales Folder	Name of the Sales Folder.
Date Created	Date when the Sales Folder was created.
Salesperson	Salesperson 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

Rank	Rank of the Lead.
Customer	Name of the Lead (Customer) and contact phone number and email address.
Number of Meetings	Number of meetings with the Lead.
Last Meeting	Date of the last meeting with the Lead.
Sales Folder	Description of the Sales Folder.
Salesperson	Name of the Salesperson who added the Lead.

Updated on November 5, 2021