Lead Report

The lead report page displays the total sales generated by the lead source. Onexfort obtains leads from a variety of sources. It will be useful to know which lead source becomes a confirmed job. This report lists the quotes generated, confirmed jobs, and quotes lost by the source's lead.

You can also fetch individual operations report.

• Click on the hidden search filter to view individual Lead reports.
• From the date range, select the start and end dates.
• From the drop-down menu, select the source name you would like to view.
• When you click Apply, the lead report appears.