The Reports Window provides a streamlined way to access a range of detailed, lead-specific reports. Whether you’re looking for insights into lead sources, topics, statuses, or other key metrics, the Leads Reports Window offers everything you need to make informed decisions. Follow these steps to explore and utilise the reporting features effectively.

1. Accessing the Reports Window

• Navigate to the Reports Menu and click to open the Reports Window.
• A comprehensive list of all available lead-related reports will be displayed for your selection.

2. Exploring Available Reports

To access a specific report, simply click on its description, and the system will generate the report in real-time. Some key reports include:

• Lead Source Report:
  Offers an overview of the sources generating inquiries for your company. Analyse which channels are performing best to refine your marketing efforts.
• Lead Status Report:
  Provides insights into the status of leads over a defined period. Track whether leads are actively managed by the assigned sales personnel and monitor their progress.
• Duplicate Leads Report:
  Identifies duplicate entries within your database, ensuring data accuracy and streamlining lead management.
• Leads by Topic Report:
  Breaks down inquiries by type, giving you valuable insights into the most common topics of interest to your business.

3. Viewing or Printing Reports

To view or print a report, follow these simple steps:

• • Select a Report: Highlight the desired report from the list in the Reports Window.
  • Generate the Report: Click View to display the report on-screen or print to produce a physical copy.
  • Refine the Report (Optional): If applicable, enter criteria such as a date range, lead type, or customer category to filter and customize the report for your needs.
  • Confirm and Run: Click OK to generate or print the refined report.
  
  

  4. Handling Multiple Reports

  If you need to access multiple reports:

  • Simply repeat the process for each report you wish to view or print.

  Conclusion

  The Leads Reports Window is designed to provide your team with easy access to critical data, helping you analyse performance, optimise lead management, and maintain a clean, actionable database. By following these steps, you can ensure that your reporting process is both efficient and effective.