The Lead Report for Field Sales offers a detailed view of all leads, including contact information, source, status, and assigned sales reps. It helps sales teams efficiently manage and track their lead pipeline.
Benefits:
- Lead Tracking: Easily monitor the status of all leads.
- Source Evaluation: Identify the most effective lead generation channels.
- Accountability: Assigns leads to specific reps, ensuring follow-ups.
- Prioritization: Helps focus on active, high-priority leads for better conversion.
This report is essential for organizing and optimizing lead management efforts.
Here is a reference video:
Follow these steps to access the Lead Report:
1. Click on Reports and then click on All Reports.
2. Under FSM, click on Lead Report.
3. Upon clicking, you will see the following Lead Report.
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