Set up email lead reports

Email lead reports are a quick summary of newly identified companies and leads. Companies use email lead reports to automatically keep management in the loop.

We recommend setting up an email lead report for any managers involved in sales or marketing who would like to keep an eye on leads coming into their pipeline.

To set up an email lead report:

1.  Login to your ActiveConversion account
2. Select the "Lead Mgmt" tab
3. Select "Email Lead Reports" from the dropdown menu
4. Enter an email address in the top box and click the "Add Recipient" button
5. Select your report frequency and categories to include
6. Click "Save"