How can I generate a list of my Leads over the past week?

How can I generate a list of my Leads over the past week?

How can I generate a list of my Leads over the past week?

Generating Weekly Lead Reports

Steps:

  1. Filter by Date:

    • In the Leads data table, filter by enquiry date for the past week.

  2. Download Leads:

    • Select filtered leads and download to Excel.

Why This Matters:

Generating weekly reports provides insights into lead activity and helps in tracking performance and identifying trends.

    • Related Articles

    • Analysing Lead and Listing Data

      Analysing Lead and Listing Data How to Use Analytics for Lead and Listing Management: Lead Analytics: Go to 'Analytics' and select Reports and then 'Lead Reports'. Review filters such as lead sources, conversion rates, and agent performance. Use ...

    • How to check your company's top source of leads?

      How to check your company's top source of leads? Tracking Top Sources of Leads Use the Lead Reports feature to generate reports on lead sources, helping identify the most effective marketing channels. Steps: Navigate to Analytics: Select 'Lead ...

    • Generating Reports

      Generating Reports How to Generate Various Reports in PropSpace: Prerequisites: - Required role: Any Role can access the Report. Manager/Admin/Agent - Note: Only the 'Manager' access can access the Agent Leaderboard If you do not see these options, ...

    • How can we track the number of Leads for a Listing?

      How can we track the number of Leads for a Listing? Tracking Leads for Listings Process: Filter by Listing Reference: Use the 'Listing Ref' filter in the leads screen. View Total Enquiries: Enter the listing reference number to see total lead ...

    • Why should I merge Leads and how do I do that?

      How to Merge Duplicate Leads Why Merge Leads? Merging duplicate leads helps maintain a clean and organised database by combining enquiries from the same client. This ensures all interactions with a client are tracked in one place, enhancing follow-up ...