20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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20.35 View Lead Detail
A report used to View Lead Detail. For example, you can run the report to see the price range most leads are interested in. Templates can be created from reports and saved for easy future access.
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20.35.1 Running a template report
20.35.2 Creating a new report
20.35.1 Running a template report
Step Action
1. Open View Lead Detail application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email the template, enter an email address in the Send email to input field, select email, choose report format from the Report In drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
3. When you are done, click .
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20.35.2 Creating a new report
Step Action
1. Open View Lead Detail application.

FORM FAQ
2. Fill out any of the search fields. Try to narrow down your search criteria as much as possible, to reduce the size and loading time of the report.
3. When you are done, click or .
4. Here is an example of a Lead Detail report in online mode. Demographics are grouped by project, buying time frame, number of bedrooms, etc.

To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template name input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
5. When you are done click .
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Updated April 4, 2013