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Report on added to lists

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Cecile_Maindron
Level 10

Report on added to lists

Hello,

we have a program that we are using to add leads to several lists. We are looking at having a report (with notifications sent to users) that shows how many leads were added (in all those lists) per sales rep (field) in last 7 days.
Is it possible to run this report under analytics? how can I do that? I have tried to select lead performance but I cannot find right criteria....

Cécile @ Talend

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Anonymous
Not applicable

Re: Report on added to lists

Hi Cecile,

You could do a Leads Report in analytics,

In the smart list you could say was added to List in the last 7 days.

and in the setup

Group the leads by Owner First Name.

This seems like it would help.

Good luck and let me know if that works!

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2 REPLIES 2
Anonymous
Not applicable

Re: Report on added to lists

Hi Cecile,

You could do a Leads Report in analytics,

In the smart list you could say was added to List in the last 7 days.

and in the setup

Group the leads by Owner First Name.

This seems like it would help.

Good luck and let me know if that works!

Cecile_Maindron
Level 10

Re: Report on added to lists

WOW! you're 2 times my hero: it works AND it's the first time I manage to get results that I want inside a MKTO analytics report!!!!!!!!