Reporting
Reports, attribution and exports
Where the numbers come from and who can export them.
Attribution
Every lead stores its first touch (the visit that brought the person to you) and last touch (the visit before the enquiry). Reports use these to attribute leads to sources, campaigns and pages.
Rates
Funnel and win rates appear only where the denominator was measured. If a rate is blank, the underlying count was zero.
Exports
Exports require a permission and are written to the activity log with the user and the number of records.
Last updated 17 Sep 2026.
Documentation for Lead Management System.
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