On each plan, it is possible to download a report in CSV, .xls .xlsx format. Such a report will contain UTM parameters (if leads have them) and URLs.
Report download permissions:
Report downloads are available only to account owners and administrators.
This function is available from the Leads >> Export reports tab:
Here you can choose if you want to send the report to one e-mail or more or download the report:
!To add another email address press Enter!
In addition, it is possible to generate a sales and marketing report:
The sales report contains information such as:
Phone number,
Team members who handled the call,
Widget,
Call type,
Department,
Status,
Call Time,
Virtual number,
Rating,
Tag
The marketing report includes information such as:
Phone number,
Email address of the lead,
Widget,
Website address,
Virtual numbers,
Period,
Connection time,
Device,
Utm source,
Utm medium,
Utm content,
Utm campaign,
Call Tracking
Leads history varies depending on the plan you have:
• Essentials: 180 days
• Pro: 360 days
• Enterprise: unlimited
If you have any questions or difficulties, do not hesitate to contact us.