In the Reports tab, you can view the User Overview, Prospect Overview, Call Overview, and Email Overview of your own cadence activities. You can also view the detailed information about the activities performed (Outcomes) by the Cadences.
You can export the report via Excel or CSV format.
Below you will be shown how to view, save, and export the reports:
- Go to the Reports tab, search and filter the report as needed.
- Click on the Save As button to save the report.
- After the Save Report window pops up, enter the desired report name.
- Click Save to save the report.
- The saved report will be listed under the Saved Reports dropdown for future reference.
- To export a report, click on the Export to CSV or Export to Excel button to the top right of the page.
- You can find the exported report in your ‘Downloads’ folder.
Please contact ConnectLeader Support for any questions at email@example.com or 603-952-2505.