Your leads now have a report of their own. The new Leads Report, available under Sales → Reports, lists every lead with its contact details, origin and destination, key dates, referral source, and current status — one row per lead, filterable by created date and exportable for deeper analysis. It's the quickest way to review a period's leads, see where they came from, and check where each one stands.
✨ What's New
- Leads Report under Sales → Reports — a dedicated lead-level report alongside your existing sales reports.
- Full lead detail per row — Customer Name, Email Address, Phone No, Origin City and Zip, Destination City and Zip, Created Date, Elapsed Time, Service Type, Move Date, Referral Source, and Current Status (New, Qualified, or Disqualified).
- Filter and export — narrow the list by Created From/To date range, clear filters in one click, and export the report.
👥 Who This Is For
- Sales managers and owners — who review each period's incoming leads, their sources, and how they're progressing.
- Sales reps — who work the lead list and need contact details, service type, and move dates in one view.
- Marketing and admin teams — who track referral sources and lead outcomes, and export the data for their own reporting.
🧭 How to Use It
- Navigate to Sales → Reports and open Leads Report.
- Each lead appears as one row with its contact details, origin and destination, Created Date, Elapsed Time, Service Type, Move Date, Referral Source, and Current Status.
- Use Apply Filters to narrow by Created From/To date range, Clear Filters to reset, Export to download, or Expand for a full-screen view.
🔎 Good to Know
- Status is live. Current Status reflects each lead's standing today — New, Qualified, or Disqualified — straight from the lead record.
- Date filter uses the created date. The From/To range applies to when the lead was created, so you can pull any period's cohort of leads.
- Pairs with the Lead Lifecycle Report. Use the Leads Report for the details of each lead, and the Lead Lifecycle Report when you want to follow leads through surveys, estimates, bookings, and revenue.
🎉 Available Now
The Leads Report is live under Sales → Reports. Open it, set your date range, and every lead's details — source, status, and destination — are on one screen.
