Use the Lead Register Report to see how many new inquiries you are recording (Administration > Reports > Marketing > Leads > Lead Register).
The report displays the customer inquiries and all related information based on a date range and other optional criteria.
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).
Category |
Function |
Admin-Reports |
Can Access Reports Tree Branch |
Can Access Reports - Marketing |