This report displays the list of all leads, who made inquiries or signed up for an Email or are not assigned to particular staff for follow-up. You can easily identify these by searching based on the conditions given in the drop down menu.
It can be viewed in New PMSUI under Reports >>Marketing >>Leads
- To filter the leads list, select the options from “Show Leads” and “Search By” drop down, then click on Search button. The corresponding leads are displayed.
- Click on Print / Preview All Leads button. A pop up window appears for preview. Click on Print button to print the list or click on Close button to close the window.
- You can also preview selected leads. Check the checkbox next to Contact ID and click on Print / Preview Selected Leads button.
- By Selecting Report Type as“Detail” , you can print out all contact details, including full mailing address of the lead.
By Selecting Report Type as “List” ,you can print out a spread sheet format with contact name, phone, Email and referral source.