Lead Reports Overview

Use the Lead reports to review information about the people and companies who you have identified as leads to future business.

Related topics:

  • Lead Audit
    The Lead Audit report displays the user IDs and dates for each update, delete, and insert action performed on records in the Lead Info Center. If a lead record is deleted, the name of the lead is blank wherever that lead is listed on the report.
  • Lead Audit Detail
    The Lead Audit Detail report shows original and new column values for each update, delete, and insert action performed on records in the Lead Info Center. If a lead record is deleted, the name of the lead is blank wherever that lead is listed on the report.
  • Lead List
    The Lead List provides a listing of your leads from the Lead Info Center. In addition, you can select other columns for the report to add a variety of other lead information.
  • Lead Mailing Labels
    You can print lead mailing labels on a selection of standard Avery labels. You can also print mailing labels on labels that require other formatting.
  • Lead Summary
    The Lead Summary report shows all information entered in the Lead Info Center, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
Parent Topic: Report Descriptions Overview