New Leads Report

This report shows a list of new, converted, and terminated Leads or Clients and their information within a specific time frame. Directly created Clients are considered as created or converted Leads.

mceclip0_-_2020-12-01T111805.353.png

This report will show basic Client/Lead information as well as the source of the Account, the Sales Rep who sold the Account, the date the Account was acquired as a Lead, and the date the Lead was converted to a Client. 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?