The Lead Reports show information about leads at your properties.
NOTES:
You can view a lead's History screen to see more information about changes made to the lead. For more information, see Reviewing lead history.
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To view the Lead Report, select Reports > Sales and select the report from the drop-down menu.
Lead Summary Report
The Lead Summary Report shows information about leads at your properties.
Selecting any lead in the Lead Summary Report brings up the Lead Detail Report that shows a log of all changes made to the lead. See the following section of this article for more information about the Lead Detail Report.
The following graphic shows an example of the Lead Summary Report screen:
Lead Detail Report
The Lead Detail Report shows a log of all changes made to the lead selected in the Lead Summary Report.
The following graphic shows an example of the Lead Detail Report screen:
