Lead Reports
Understanding the Lead Source Report
As stated in the article, Managing Lead Sources and Reporting for Lead Sources, Lead Sources are an important metric for knowing where clients are coming from and how they came about your platform.
In order to understand these marketing trends, we offer a reporting system in order to track these Lead Sources
How to view and access Lead Source Reports
- Login to the New Management Portal using your platform credentials
- Under the Reports tab; select the Marketing tab
- On the upper portion of the select "Lead Sources"
- You should now be able to see a report on Lead Sources & Mediums utilized throughout your platform against your Clients
You may utilize the filter on the upper right portion of the table in order to filter through your list. Click on the "Apply" button in order to apply your filters, and the list will reflect accordingly shortly after compilation.
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