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 created or converted Leads.


This report will show basic Client and 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?