Authorized roles: All (This option must be checked in the user profile)
Steps to follow:
1 - Go to the desired module. (All my clients, Lead Xpress, WebBoost, Phone-up or Walk-in)
2 - On the dashboard's right, click on"Generate report".
3 - Select the desired date range.
4 - Select the desired format.
5 - Click on "Generate".
6 - Once the report received by email, click on "Download your report".
- Make sure Google Chrome is your default browser before clicking on the email's link.
7 - Click on the report you wish to view. "Stats" or "Leads"
- Stats: Shows the leads' statistics for the selected date range.
- Leads: Shows the leads' information for the selected date range