Requires administrator rights or the following permission: Leads (edit) |
If you want to locate all leads that have been saved as Success, you can do so through Warehouse Leads.
Go to Warehouse in the menu on the left and choose Leads.
As the default view, you're shown all leads in Adversus. To find all successes, you need to go to Filters in the menu on the right.
Find the filter called Status and choose Success in the dropdown.
If you only want to see successes from a specific period, you can use the filter Last contacted.
You now have all successes available in the Warehouse table. If you're missing data, go to the Columns tab and add necessary columns.
If you have filtered and column'ed your way to the perfect view and would like easy access to it in the future, you can save it by clicking Save view in the top right corner.
Give it a cool name and choose if it's a private and/or favourite view.
You can also export the view as a one-time export by clicking Export and Now, or you can set up a Scheduled export to receive it automatically whenever you'd like. Read more about automated reports.
