In the Leads section of Reports, you can see a breakdown of your Leads under the Leads List report.
In this article, we will discuss the features of the Leads List report.
In the Leads List report, you can view all Leads the contacted your firm along with all relevant information (i.e. Status, Day of Creation in Lead Docket, Case Type, Marketing Source, Rating, and Office).
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 also view the lead by clicking the View button to the left of the lead.
At the top right hand side of the screen, there are two ways to further sort this screen. You can sort by Offices or by Views.
Sorting by office will sort all revenue by source, by the specific office you choose or by all offices.
Sorting by views will allow you to sort the data by a given time range.