Generate Lead Report

Started 1 year ago by Thulo Support Team in Thulo Cloud

This guide will help you to generate a Leads Report.

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To view your leads report navigateย to menu itemย Reports from the side menu and click Leads.

You can view the following reports:

  1. Weekly
  2. Sources
  3. Monthly
  4. Staff

Only leads that belong to the default status Customer will be taken as converted leads, if the lead belongs to the default status customer and is not converted to a customer will be still counted as a converted lead.

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If you want the reports to be accurate you need to assign the lead to the default system status Customerย if you have conversion.
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