The LeadsLightning portal is used for simple and fast data download, tracking, management and reporting. Once logged in, click on “Download Leads” to download your data in a CSV file format. You can use this file to later import the data in to your own lead management system or CRM. Highly useful reports can be generated when using the Leads Lightning portal. By default you’re always presented with the “Leads Details” page when you first log in. However, when you log in for the first time, you are presented with a video on how to use LeadsLightning. On this page, you can view all the information related to a lead.
- Scroll horizontally to view all of the available information.
- Click on any of the column titles to sort the data in ascending order.
- Click it again to sort the data in a descending order.
- Click on the “follow up counts” link and you’re presented with an intuitive report based on the Follow up actions entered during the event.
Survey Question Counts is also another very useful report that is generated based on the survey questions answered during the event.