Tracking Leads Added

Tristan Cotter
Tristan Cotter Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Would be great to be able to track/report on how many new leads/contacts we're adding to the system / top of funnel, as this is a key first leading indicator. Hopefully this can be added in the road map! 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited June 2020 #2

    Hi @Tristan Cotter great suggestion 🚀 

    Our reporting team is currently looking into the reporting option for leads, will pass on your idea!

  • Rafael Fernandez_10131
    Rafael Fernandez_10131 Posts: 2
    edited February 2022 #3

    Hello! Looking at this there currently no way to generate a report of new contacts added by a rep per week / month? This would be REALLY useful and a key metric for us. Or is there? Thanks so much! 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited August 2020 #4
    Rafael Fernandez said:

    Hello! Looking at this there currently no way to generate a report of new contacts added by a rep per week / month? This would be REALLY useful and a key metric for us. Or is there? Thanks so much! 

    @Rafael Fernandez you could make a filter in the contact person list

    • Person - owner - is - ...
    • Person - person created - ...

      Then you can either filter persons created "this month" or you can use exact times such as created exactly on or after 1st of January and exactly or before the 31st of January.
  • Rafael Fernandez_10131
    Rafael Fernandez_10131 Posts: 2
    edited August 2020 #5

    Thanks! This will do the job 👍

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