Opportunity Management - Lead Log

The Lead Log Report is a legal sized paper report, produced for a specified range of opportunities, and reports on the potential earnings from the specified opportunities.

Run Report

Pgm: OM_LEADLOG; standard Treeview path: Opportunity Management > Reports > Lead Log Report

To run the report, select the desired report parameters through the Printing Options screen, as shown above, and click [Run Report].

The following provides details about the fields used to generate this report.

Company

Company handling opportunities.

From Opportunity

Optional; if left blank, taken to be first opportunity, by code. Specifies which opportunity to start with by opportunity code.

To Opportunity

Optional; if left blank, taken to be last opportunity, by code. Specifies which opportunity to end with by opportunity code.

Stage Codes

Which opportunity sales stages to include in report; by default, none are selected.  Opportunity’s sales stage specified by its Current Sales Stage (General tab of Opportunity screen) field.