How to create report of new leads?

Anonymous
Not applicable

How to create report of new leads?

Is there a way to simply show the new leads that were acquired from an email campaign?
3 REPLIES 3
Anonymous
Not applicable

Re: How to create report of new leads?

Hi Nicole,

You can create a smart list and use the filter "Acquisition Program" and select the program name.
Then in the top tab press Leads and you will see a list of those that were acquired through your email campaign.

Anonymous
Not applicable

Re: How to create report of new leads?

since these folks were already in your revenue cycle and you sent them an email the best way to do this would be to look at a programs "success" stat. Now if you are considering it a lead based on Sales Acceptance Criteria you would build a smart list filtering on member of a program and lead status = SAL or wahatever you are using to close the loop with Sales...
Anonymous
Not applicable

Re: How to create report of new leads?

Thank you very much!