Find Leads in ValueCore

Overview

The Lead Report is an essential feature within our tool that allows users to generate comprehensive summaries of potential leads. This report consolidates valuable information, enabling users to analyze and act upon lead data effectively. The following guide provides a detailed step-by-step process for downloading the Lead Report from the tool.

Step-by-Step Guide


  1. On the Home page, click your organization name in the top right corner.


  2. Click Activity Report from the drop-down list.


  1. On the Activity Report page, click Share Instances to get the list of all the leads.


  1. On the Share Instances page, you get a list of all the leads.


  2. Click Export to Excel to get the report in Excel. An Excel file gets downloaded to your device.


  1. As you open the Excel file, you can see all the details here such as Share Owner, Instance User, Visualizer Name and so on.
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