In the Reports tab, you can view the User Overview, Prospect Overview, Call Overview and Email Overview from your own cadences. You can also view detailed information about activities performed (Outcomes) for each Cadence.
You can export the report via Excel and CSV format.
Below you will be shown how to view, save and export the reports:
- In 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 and click Save to save the report.
- 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 firstname.lastname@example.org or 603-952-2505.