Save for Later
This guide was created with Scribe in
41 seconds.
Sign in and create your own!
How to view your leads in Salesforce
Leni Vasquez
|
0 step
|
41 seconds
Salesforce
information ordinal icon
This Scribe guide will teach you how to create a Salesforce Report to view the leads you are assigned to.
1
Navigate to your Salesforce account.
2
Click "Reports"
Zoom Saved
3
Click "New Report"
Zoom Saved
4
Click "Leads" and then click "Continue"
information ordinal icon
Tip! Tip! To view ALL your leads you need to change the contact create date as shown below.
5
Click "Filters" Click "On or after Mar 23, 2022" Click "Custom" Click "All Time"
6
Click "Apply"
Zoom Saved
7
Click "Outline"
Zoom Saved
information ordinal icon
Tip! You can add additional fields that you would like to see in the leads report by clicking "add column" as shown below.
8
Click the "Add column..." field.
Zoom Saved
9
Click "Save & Run"
Zoom Saved
10
Name your report. Click "Save"
11
Click here.
Zoom Saved
information ordinal icon
Your report is complete! Make sure to bookmark the page so you can reference it whenever you need it.
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe