Use the Lead Analysis Report to analyze the status of all leads.  Leads are people that have not made a purchase. Go to Administration > Reports > Marketing > Leads > Lead Analysis.

Filters

  • Interest - Marketing interests allow you to link a lead and their purchases to a specific interest. For example, when a customer that is  interested in barbecues comes into your store, an employee can select the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
    • You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).

Security Permissions Required

 

Category
Function
Admin-Reports
Can Access Reports Tree Branch
Can Access Reports - Marketing