Lead Analysis Report
Use the Lead Analysis Report to analyze the status of all leads. Leads are people that have not made a purchase (Administration > Reports > Marketing > Leads > Lead Analysis).
Filters
- Interest: Marketing interests allow you to link a lead and their purchases to a specific interest. For example, when a customer that is interested in barbecues comes into your store, an employee can select the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
- You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
Security Permissions Required
| Category |
Function |
| Admin-Reports |
Can Access Reports Tree Branch |
| Can Access Reports - Marketing |