Use lead reports
Measure lead volume, source, status, conversion and monthly trends.
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Measure lead volume, source, status, conversion and monthly trends. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Reports → Leads.
- Choose the required date range and confirm whether the report uses creation, due, payment or activity dates.
- Apply customer, status, staff, group, currency or other filters needed for a like-for-like result.
- Review totals and drill into the source records when a figure appears unexpected.
- Change grouping or chart options only after confirming the base filters.
- Export or print the result when required, then protect the downloaded file according to company policy.
- Record the filters used so another authorised user can reproduce the result.
Important fields and decisions
Name and companyConfirm this information is accurate and appropriate for the record.
Email and telephoneConfirm this information is accurate and appropriate for the record.
Source and statusConfirm this information is accurate and appropriate for the record.
Assigned staffConfirm this information is accurate and appropriate for the record.
Estimated valueConfirm this information is accurate and appropriate for the record.
Tags and descriptionConfirm this information is accurate and appropriate for the record.
Checks before completion
- Capture source consistently.
- Set the correct owner.
- Record meaningful next steps in notes or reminders.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:paymentcheckreportcurrencyapprovalsales accountingexpenseproviderclient portalremindersnotificationsemailcustomersleads
Related guides
Was this guide helpful?