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Hi,
Does anybody know if you can auto generate a list of leads containing lead info?
This list would then be attached to an email to be sent once a week.
Or
Can I have a report containing all the lead information to run once a week and sent to a particular email address.
Thanks,
Randall
Not sure what you mean by "all the lead information" but sounds like you can make a smart list and subscribe the people to it. You can add or remove columns in the lead view to show whatever data you want.
Hi Tim,
Sorry, what I mean is all lead info like First and Last name, company..etc.
What I am trying to do is to produce a weekly list that contains all form fill outs with all lead info. I would want this list sent to me in an email or a report. Right now I have to do this manually. I would like to have this automated.
Any thoughts?
Thanks,
Then Tim's suggestion is the right way to go.
Just set up the view on the smart list so that the fields you want are provided.
-Greg