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Admin-login DADDS asked in #Sales And Marketing
Nov 30, 2012, 8:28 PM

Leads into a Sreadsheet

I have to keep a sreadsheet for all of my leads that I have any interaction with each month. It must include fields from the leads page. I am currently creating a separate Google Doc each month. Is there an easier way to do this?
2 answers
  1. James Garfield (Agendia, Inc.)
    Nov 30, 2012, 8:37 PM
    Hi there,

     

    You could just use the Reports tab and create a filter that would limit Leads to display only if they have been modified within a certain time frame (ie. Monthly)

     

    Let me know if you need help!
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