Adding Columns to a Report in LeadConduit

1. Create a new report or edit an existing one.
2. Select the ‘Select Columns’ header. The menu will expand if closed, and close if already expanded.
3. Add a new column by toggling an item in the list from off (gray) to on (green).
4. Remove a column by toggling an item in the list from on (green) to off (gray).
5. Select ‘Run Report’ to view your report with the additional column(s).
6. Select ‘Save Changes’ to save your report.
   

Conversion Outcomes

The report editor sidebar also includes a dedicated Conversion outcomes section, right below Select Columns, subtitled “Break conversions down by CRM stage”. It lists the conversion outcomes LeadConduit has received for your data: the lifecycle stages your recipients report back through conversion feedback, such as Appointment Set, Quoted, or Sale Closed, named exactly as their systems send them.

Selecting an outcome adds a column that counts the successful conversions for that stage. This makes it easy to break conversions down by stage in any report you own: instead of one combined conversion count, the report shows how many leads reached each step of the process. Only stages that actually appear in your data are offered, so every option you select will render with real numbers.

A few things worth knowing:

• The section appears only on reports you can edit. Connections Reports don’t have it, because they can’t be edited and their conversion outcome columns are managed automatically: LeadConduit keeps them in sync with the stages seen in the connection’s feedback.
• Stage names come from conversion feedback exactly as the reporting system sends them. What are conversions, and how can I configure them? explains how that data reaches LeadConduit.

• select-columns.png200 KB
• conversion-outcomes-section.png80 KB