Lead Register Report

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).
 
  Security Permissions Required
Category
 
Function
 
Admin-Reports
 
Can Access Reports Tree Branch
 
Can Access Reports - Marketing