Lead Acceptance is a report page that keeps track of all leads that users accept and provides a graph for viewing. The calculation is based on Lead Accepted over Inbound Leads times 100%.
Step 1: Open the Lead Acceptance Report
Step 2: Read the Lead Acceptance Report Graph
The top section displays a graph that shows lead acceptance activity over time.
Step 3: Review the Report Table
Below the graph, a table provides detailed records of accepted leads. This includes key data for tracking who accepted the lead and when:
- Date Added – The date and time when the lead was created in the system.
- Accepted By – The user who accepted the lead.
- Lead Name – The name or title of the lead.
- Source – The origin of the lead (e.g., campaign, website form, referral).
- Acceptance Date – The date the lead was accepted by the user.
- Status – The current status of the lead (e.g., Accepted, Rejected, Pending).
Step 4: Export the Report
- Click the Download button located at the bottom-left of the screen.
- The report will be exported in Excel format (.xlsx).
- A maximum of 10,000 records can be exported per sheet.