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
|Admin-Reports||Can Access Reports Tree Branch|
|Can Access Reports - Marketing|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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