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Clicking on any of the counts displays the Leads Details popup. See the Leads Details article for more details.
Retrieve Report Based on Selected Filters
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Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.
Filter | Description |
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Date | |
Branch | Always defaults to My Branch when first opened Branch filter lists out all the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application
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Campaign | Always defaults to All when first opened Campaign filter lists out all the campaigns that have matching branch permissions with the logged-in user by which the user can filter grid results based on the campaign the application belongs to
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Columns
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Columns Displayed by Default
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