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Utilize LeadExec reports to get actionable data
5 articles in this collection
Written by
Gabriel Buck
and
Chris Arenas
How to Create a Pivot (Custom) Report
Create custom reports on critical screens like Maximizer, Search, & Client Distribution
Written by
Gabriel Buck
Updated over a week ago
Dashboard Reports
How to Read Dashboard Reports
Use the dashboards for quick reporting snapshots of what is happening with your leads
Written by
Gabriel Buck
Updated over a week ago
System Reports
Lead Export Scheduler Report
Instructions of expected use and operations
Written by
Chris Arenas
Updated over a week ago
How to View All Reports
Quick summary of reports available in LeadExec
Written by
Gabriel Buck
Updated over a week ago
How to Use Lead Map Report
Use the lead map to see where leads are coming from across the US, in real-time
Written by
Gabriel Buck
Updated over a week ago