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