This Scribe guide will teach you how to create a Salesforce Report to view the leads you are assigned to.

Tip! Tip! To view ALL your leads you need to change the contact create date as shown below.

Click "Filters"
Click "On or after Mar 23, 2022"
Click "Custom"
Click "All Time"

Tip! You can add additional fields that you would like to see in the leads report by clicking "add column" as shown below.

Report Unique Name
This field will be auto-generated if left blank.

	
First Name
Column Actions
	
Last Name
Column Actions
	
Title
Column Actions
	
Company / Account
Column Actions
	
Email
Column Actions
	
Lead Source
Column Actions
	
Street
Column Actions
	
Rating
Column Actions
	
Lead Owner
Column Actions


1
	
Testing
	
Calendly
	
-
	
Company Placeholder
	
test-leni@disney.com
	
Calendly
	
-
	
-
	
Leni Vasquez

Your report is complete! Make sure to bookmark the page so you can reference it whenever you need it.

How to view your leads in Salesforce