How to view prospect/source reports?

2 weeks ago
help_content
1 minute

To obtain a prospect/source report, follow these steps:

  1. Go to the Reports module and click on Prospects.
  2. Click on Select a report type.
  3. Select Prospect/Source.
  4. Choose the period and the prospect source (Google, Facebook, phone, or other).
  5. Finally, click on Export to download your report in Excel, CSV, or PDF format.