Leads/Prospects and Events Report

This report is use to keep track of all the prospects also you can print the reports in a giving date. 

To see reporting:

1. Go to Sales & Marketing in the left side panel.
2. Click on Customer (CRM).
3. Click Reports in the navigation bar.
4. Click Leads/Prospects and Events Report.
   
   

5. On “Dates From” and “To”, select the dates of the report to view.

    

   

6. Click on Refresh.

    

   

    

7. Click on the drop-down “Select Reports...” and select the report you want to view. 
   
   

8. Click on the Check boxes to select the report or reports you want to export. 

    

   

9. Click Print to and select how you want to view the report.