Monthly summary where leads come from???

Janet M
Janet M Member Posts: 2 NEW MEMBER
edited March 10 in Sales CRM #1

Hello,

Is there a way to run a monthly report of my leads summary. I am specifically looking to see which leads came from referrals.

Any assistance would be appreciated!

Thank you

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 237 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #2

    Hello @Janet M,

    Assuming you are storing the information about the reference in a default field, you will be able to set up a Lead Performance report based on the same data field based on each month. You can learn more about it here

    If you are on the professional plan or higher, you will also be able to use custom fields in the report, meaning if you are storing the data about the referrals in a custom field, you can also set up the report based on these fields.

    Alternatively, you can also export Leads on a monthly basis and use tools like Excel to create custom reports. We hope this helps!

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