Periodic Email Reports

A report of leads against your primary filter may be sent to you by configuring periodic email reports. This saves time by eliminating the need to login to Lead Liaison. Lead reports are configurable and allow the following customization:

• Applying specific filters
• Sending email reports daily, weekly or monthly

Only one lead report is sent per user. The lead report uses the visitor tracking Primary Filter. You can learn more about setting up a Primary Filter here. 

To configure periodic email reports do the following:

Navigate to Personal Settings

Then navigate to the Notifications tab

From there you can turn on Lead Report to receive the daily email