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.

Tags:

Lead Reports, Weekly Reports, Analytics, CRM Processes, Performance Tracking


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