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.

Private Activities

When you create an activity, you can select the Private option on the Detail tab of the Activity dialog box to restrict access to that activity. That setting affects this report in the following ways:

• If you are the owner, creator, or attendee for a private activity, you can see the full detail of that activity.
• If you are not the owner, creator, or attendee for a private activity, you cannot see any data for the private activity.

The Private option controls what you see throughout Vision, so this report shows any activity that you can view in the Activity Manager or the Activities grid in any Info Center.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.