How to check or generate the leads report?

How to check or generate the leads report?

To check or generate the leads report, follow the steps given below:

Path 1:  For Organisation Level Users

Step 1:
      Select the Admission Plus CRM module and then select the
      Manage Leads under the Call Center Menu.
   (Admission Plus CRM ---> Call Center ---> Manage Leads)

Step 2:
       Choose Manage Leads Tab. Choose the academic year,
       source, lead date (today/last 7 or 30 days, till date then
       click on Get option.

Step 3:
        Under the View leads tab, you can check the lead details
        according to the lead date selected. If you want to check
        the leads by agent or source then you can choose the
        agent wise leads and source wise leads tabs respectively.

Path 1:  For Branch Level Users

Step 1:
      Select the Admission Plus CRM module and then select the
      Manage Leads under the Manage Leads Menu.
   (Admission Plus CRM ---> Manage Leads ---> Manage Leads)

Step 2:
       Choose Manage Leads Tab. Choose the academic year,
       source, lead date (today/last 7 or 30 days, till date then
       click on Get option.

Step 3:
        Under the View leads tab, you can check the lead details
        according to the lead date selected. If you want to check
        the leads by agent or source then you can choose the
        agent wise leads and source wise leads tabs respectively.

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