Create Lead Tracking Reports

OBJECTIVE

To create a Lead Tracking Report in ConstructionOnline

BACKGROUND

Generate a Lead Tracking Report to analyze and share important information about your Leads, Sales Reps, and more. ConstructionOnline offers four Lead Tracking Reports: Lead Tracking Overview, Lead Summary, Lead Value by Source, & Lead Value by Sales Rep. Depending on the Report you create, different information will be available to include on the Report.

STEPS TO CREATE A LEAD TRACKING REPORT

1. Navigate to Lead Tracking via the Left Sidebar
   
2. Select the Reports category
   
3. Hover over the desired Lead Tracking Report & click Create
   
   
   1. A Report window will open
4. Select the level of detail to include on the Report
5. Click Create
   1. The Report will open in a new tab
6. Share, Save, Download, Edit, or Print the Report from this tab

TIPS & TRICKS

• You can generate these reports by also navigating to Scorecard & Reporting via the Left Sidebar and choosing Sales Reports.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Leads & Lead Tracking can be found in the article FAQ: Lead Tracking. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.