Report
Follow these steps to View Lead Report in UdyogX.
Stepwise Guide
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Log into the Software.
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Hover on the “Lead” module visible on the left sidebar menu and click on “View Report” submenu that appears.
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Apply applicable filters as needed in form that appear and click on “View” button at the bottom.
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Report would appear in front of you.
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On the top of the Report that appears you can choose to print the report or export to PDF or Excel/CSV. Please follow the article on exporting lead report.
Video Tutorial
Below is a video tutorial on how you can lead report.