The following predefined Lead reports can be generated as XLS downloads. Only Open Leads assigned to you are included in the reports

Open Leads By Status
CRM-Reports-Open Leads-By status-CREST ERP

Open Leads By Priority
CRM-Reports-Open Leads-By priority-CREST ERP

Open Leads By Category
CRM-Reports-Open Leads-By category-CREST ERP

Open Leads By Owner
CRM-Reports-Open Leads-By owner-CREST ERP

Open Leads By Source
CRM-Reports-Open Leads-By source-CREST ERP

Open Leads By Industry
CRM-Reports-Open Leads-By industry-CREST ERP

Lead Report – with custom parameters
CRM-Reports-Open Leads-Custom parameters-CREST ERP

The Report Display Group Type decides which report will be generated. The available options are

  1. Status Report
  2. Priority Report
  3. Category Report
  4. Lead Owner Report
  5. Lead Source Report

The Reports themselves are, however, generated in the usual format

Last modified: May 12, 2021

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