Track Leads and Contacts

Track Leads and Contacts 

1. Go to Reports on the left panel.
2. Select CRM under Standard Reports.

  • The first thing you'll see is the Leads Created tab. You can view details such as Day, Lead Name, Lead Owner, and Lead Source.
  • Similarly, the Contacts Created tab will show you details of your CRM Contacts.

3. Click Lead Source filter located in the top-right corner of the report to view which social channels your Leads and Contacts were generated from.

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