The Lead distribution report is designed for offices that collect and assign leads to their sales agents. This report will give you an overview on how many leads were assigned to each person in your office over a period of time so you can track the flow of your leads. Note that this report does not show the number of leads accepted, but the overall number of distribution attempts made during that period of time. For further detail, please consult the Office Productivity Report.

In order to access this report, click on “Lead Distribution Report” link at the Reports tab.

This will then take you to first step of generating your lead distribution report where you will choose the employees you want to include in the report:

Check the boxes of each person you want to include in the report and press the Select & Continue button.

This will generate the report. You can adjust the report by using the controls at the top to change the date ranges and how the graph is displayed. You can print the report by clicking on the print button at the top right hand side of the page. 

To change your distribution rules, click on the Options tab in the account that accepts / assigns your leads and then click on the Automatic Lead Distribution link to change your preferences.