In this article you will learn:
Lead Source and Disposition Group By option in Reports
Navigate to Reports and click on the personal data book.
Click on Group By filter and select Lead Source or Disposition.
If you select Lead Source you will find the number of contacts for each lead source. If you click on specific lead source count, you will find the contact details mentioned below in the table format.
If you filter your contacts based on Disposition you will find the number of contacts by disposition. If you click on a specific disposition count, you will find the contact details mentioned below in the table format.
Lead Source filter in Reports
Lead Source filter is also available in the reports under the Personal Data Book Report.
Search tab in Reports
Search tab is also introduced Reports for instant search of any report based on any contact.