The leads dashboard provides a summary of all the leads in the various stages as well as different reporting criteria e.g. Per campaign or per agent.


Menu item CRM Contacts | Leads Dashboard



Simply click on any of the stats to view a detailed list of the leads 

e.g. click on the number 2 in the Unresolved tile

This will open a new browser tab with the leads list and the preselected filters



With the necessary user access you will also be able to export the list to Excel.

Click on the Table Options button and select Export XLSX