Data Views and Standard Log Reports - Leads and Lead Directory
Data Views - Primary
- vw_LeadInfo
- vw_LeadInfoSimple
- vw_LeadClassifications
- vw_LeadDirectory
- vw_LeadStagesAll
- vw_LeadStagesLast
Data Views - Optional
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
Standard Log Reports - Leads
Report Name | Filter Parameters |
Active Leads Grouped by Bid Contact | BidContactId, BidFromDate, BidToDate |
Active Leads Grouped by Bid Contact and Last Stage | BidContactId, BidFromDate, BidToDate |
Active Leads Grouped by Classification Type | ClassificationType, ClassificationTypeOptionId, BidFromDate, BidToDate |
Active Leads Grouped by Classification Type and Last Stage | ClassificationType, ClassificationTypeOptionId, BidFromDate, BidToDate |
Active Leads Grouped by Last Stage | BidFromDate, BidToDate |
Active Leads Grouped by Last Stage and Classification Type | ClassificationType, ClassificationTypeOptionId, BidFromDate, BidToDate |
Active Leads Grouped by Last Stage with Full Address Info | BidFromDate, BidToDate |
Active Leads Grouped by PM Contact | PMContactId, BidFromDate, BidToDate |
Active Leads Grouped by PM Contact and Last Stage | PMContactId, BidFromDate, BidToDate |
Active Leads Grouped by Salesperson | SalesContactId, BidFromDate, BidToDate |
Active Leads Grouped by Salesperson and Last Stage | SalesContactId, BidFromDate, BidToDate |
InActive Leads Grouped by Last Stage with Full Address Info | BidFromDate, BidToDate |
Standard Log Reports - Individual Lead - Lead Directory
Report Name | Filter Parameters |
Lead Directory | ProjectLeadId, AddressType |
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