I am running a campiagn and I have set up for an email alert to be sent to the lead owner every time a lead fills out this specific form. What I also would like is a list of all of these leads who filled out the form to be sent to the sales manager every week. Is there a way to automatically have a report created and sent to the sales manager with names and company of all the leads who filled out the form?
You could create a Lead Performance Report grouped by Full Name (Setup tab) with the Smart List criteria selecting only the individuals who filled out your desired form. Subscribe your Sales Manager to this report and she/he will receive a list of leads who have filled out the form. It won't have secondary lead info (company, email, etc.), but you could setup a similar Lead Performance Report grouped by company to provide her/him with a count of leads who have filled out the form from different companies.
Subscriptions to Smart Lists soon to follow!
They're doing beta testing of subscribing to smart lists--you should ask!
Subscription to Smartlists is coming soon. A very overdue feature I hava about a dozen uses for...
Adding to my previous post:
You could create a custom field that concatenated lead values (Full Name|Company|Email Address etc.) into one field to use in the “Group By” function of the Lead Performance Report. Thus, you could create a report that delivered a list of leads with desired field values to a subscriber.
There is now a feature and an answer to this Automatically send business owner the latest registration list every morning?