Details:

Use the Lead Analysis Report to analyze the status of all leads. Leads are people that have not made a purchase (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