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Definition:Lead Source Analysis Report reveal how prospective customers discover your business and what sparks their interest, including sources like search engines, ads, social media, and email.

Objective: This form of CRM report digs deeper into the quality and demographics of your leads, allowing you to remove marketing initiatives that do not speed up the sales process.

1. Go Report> Lead Source Analysis Report
2. A list of Lead Source(the company/channel) will be presented, together with the Month, Year, Lead Funnel(i.e., funnel stage) and Lead Funnel Count(i.e., total in that stage).
This data can be exported in.csv format if needed.

3. Click Export to export report in.csv format if necessary with all pages or, current page and selected rows

4. Click Action> Download to export a report in.csv format if necessary with current list

5. Click Action> Email to get Report Emailing Settings. Enter your email address and time settings (now, recurring, or scheduled). If Recurring is set, the time of recursion must be fixed, such as every day or 7 days. If Custom Date is set, enter the date and time from which the email will be sent.