How to view your leads in Salesforce | Scribe

    How to view your leads in Salesforce

    • Leni Vasquez |
    • 11 steps |
    • 41 seconds
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    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"
    3
    Click "New Report"
    4
    Click "Leads" and then click "Continue"
    Click "Leads" and then click "Continue"
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    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"
    Click "Filters" Click "On or after Mar 23, 2022" Click "Custom" Click "All Time"
    6
    Click "Apply"
    7
    Click "Outline"
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    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.
    9
    Click "Save & Run"
    10
    Name your report. Click "Save"
    Name your report. Click "Save"
    11
    Click here.
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    Your report is complete! Make sure to bookmark the page so you can reference it whenever you need it.