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Leads By Referral Source

Written by Kayla Bergenske
Updated over 10 months ago

You can get to the Leads By Referral Source Report by going to Reports(RED) > Leads(GREEN) > Leads By Referral Source(YELLOW).

This will then bring you to the screen below:

RED - Choose the start and stop date for the Report.

ORANGE - Choose the branches (if your company has multiple branches) here.

BLUE - Determine if you want to include manual leads

YELLOW - Don't forget to click "View" to see your report!

GREEN - These button will allow you to either Export to PDF or CSV file.

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