Leads By Incoming/Outgoing Referral Source Reports

In this article, we will discuss the following reports:

• Leads by Incoming Referral Source
• Leads by Outgoing Referral Source

This article shows information and illustrations from the Incoming Referral Source report only. However, the information applies to both reports listed above. To find them, select Reports, then All Reports, and then click Leads.

The Leads by Incoming Referral Source report allows the user to see what Leads have been referred to their firm by others, and all other relevant information. 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 sort your Leads by a specified date range by going to the blue "Views" button in the top right corner