Lead Activity By User Reports

The Lead Activity By User report gives a breakdown of all activities done in Lead Docket by a specific user based on lead notes.

To find the Phone Number Usage report, select Reports. Click the All Reports tab, then Other, and then click Lead Activity By User.

To view all data, choose a specified date range and a user you would like to view. This report will show all dates and times of tasks completed and statuses of leads were changed.

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.

You can view a specific lead by clicking the View Lead button next to the lead you would like to see.