Report Generation


#1

Hi, Nik

One more question … I want to auto-generate a report that only captures the top leads (based on a specific set of answers to the decision tree diagnostic).

The only way I can think of to do that is to use tags and then dump the lead data into a spreadsheet and use a pivot table. Is there another, better way?

Thanks, Trudy


#2

@Trudy

No need to use a pivot table for this.

Simple use filters in excel. Much easier and faster.

Nik