Follow these steps to View Lead Report
- Log into the Software.
- Hover on the “Lead Generation” module visible on the left sidebar menu.
- Click on “View Record” submenu that appears.
- Apply filters if needed from the form that appear and click on “View” button at the bottom of the form.
- On the top of the Report that appears you can choose “Export to Excel” or “Print” to download.
By following these steps, you will successfully Get Lead Based on filters in the Lead Generation module.