Envision Cloud User Guide

Clients by Lead Source

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Clients by Lead Source

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Clients by Lead Source

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This report shows clients grouped by the lead source entered in the client profile. This report is helpful to find out how clients heard about your business in your selected date range, and can be used to find the most effective advertising methods for your business.

 

Options Include:

 

oAll or Single Lead Source
oAll or Single Lead Source Category
oFirst Visit Date Range Selection
oActive, Inactive or All Client Selection

 

This report displays the following information:

 

oLead Source
oInitial Visit Date
oClient Name
oHome Phone
oMobile Phone
oEmail

 

Report Example:

 

client_lead_source