Leads Team Reporting

Lead Teams is a section of LionDesk where you can view your Leads that are all distributed to your team members. It is a quick way to view all the information for those leads, who claimed them, and etc.

1- To access your "Leads Overview" first go to your "Reporting" section in your LionDesk navigation bar

2- Select the "Leads Team Reporting" tab towards the top of the page

3- From there you can now view all the Leads within your account and how they are distributed amongst your team members

4- You can also filter with the options of when the lead was created, who the team member is, or by the team name


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