Re: Weekly Report of Leads Synced Over to SFDC

Anonymous
Not applicable

Weekly Report of Leads Synced Over to SFDC

Hello,

I would like to create a running report on all leads that have been synced over to SFDC, showing their lead information (Name, Title, Company, Email, Phone, etc) and what their Lead Status is (i.e. MQL). I would then like to subscribe emails to receive this report on a weekly basis. Any help would be great. Thanks a lot community!
2 REPLIES 2
Jep_Castelein2
Level 10

Re: Weekly Report of Leads Synced Over to SFDC

I'd create that report in SFDC, because it's more like a sales management report. 
Anonymous
Not applicable

Re: Weekly Report of Leads Synced Over to SFDC

Josh - Best would be to create a Smart List, since through Smart Lists you can see all the data you mentioned. No way to receive a Smart List through e-mail. If you do have the RCA platform, you could create the report you mentioned, and have it e-mailed to you regularly.

If you do not have the RCA and are looking to have a report e-mails to you, you could create a Lead Performance Report with the relevant criteria, but it's going to be in a summarized format (i.e. grouped by a certain attribute such as Lead Created Date, Country etc.) and you're not going to see all of the details you mentioned in a list format.

Thanks!!