Leads By Incoming/Outgoing Referral Source Reports

In the Leads section of Reports, you can see a breakdown of your incoming/outgoing referrals under the By Incoming Referral Source and By Outgoing Referral Source reports.

In this article, we will discuss the features of the both the By Outgoing and By Incoming Referral Source reports.

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