From the Team Home Dashboard, under My Leads where your current lead lists are displayed, go to the 3-dot button at the end of the row for the list you want a report on and select “Generate Report.”
This will generate and download a comma delimited (CSV) file titled "ListReport.csv" that you can open in any spreadsheet program. Depending on your browser, you can find your downloaded file.
The report will contain the following information:
Team Member Report: To generate a Team Member report, select Team Member Activity from the Show Details dropdown in the lower left corner of the Sales Pipeline. At the end of the row for each team member is a 3-dot button to Generate Report.
This will generate and download a comma delimited (CSV) file titled TeamReport.csv that you can open in any spreadsheet program displaying the following information:
A breakdown by list for this team member of the following:
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