Opportunities List Report

The Opportunities List report gives a breakdown of all opportunities within a specified date range, helping you see which marketing integrations generate the most opportunities and track down lead processing issues.

Note: This report does not list Opportunities that came in as phone calls.

To find the Opportunities List report, select Reports. Click the All Reports tab, then Opportunities, and then click Opportunities List.

When you open the report, you can select a date range to view all data and even sort by a specific integration. In the bottom section, you will see the actual report.

In this section, you can view every opportunity that came in, along with the date and time, the name of the individual, type of integration, who processed the opportunity, and the amount of time it took to process it. 

From here you can filter sort by a specific criteria by clicking a column heading. You may also filter down based on any keyword by typing in the filter box. Clicking the Excel button will export the list into a spreadsheet.