This report summarizes lead activities by sales person.

Only default activities are included:

  • Phone call

  • Email

  • Follow-up

  • Meetings

  • Website form

Filters Available:

  • Date added – based on the creation date of the lead

  • Lead activity status

  • Pending

  • Past due

  • Completed

  • Queued for send

  • Salesperson

Data Involved:

  • Lead opportunity

  • Lead activities

  • Lead activity status

  • Lead salesperson

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