IRIS CRM Advanced Lead Reports


IRIS CRM's new Advanced Lead Reports widget combines all of our existing lead filtering functionality with several new, advanced features to offer a comprehensive all-in-one lead reporting tool in your CRM. 

It is now possible to create Saved Views for recurring searches, combine search criteria in unique ways with AND/OR operators, and schedule automated reports for your views that are sent to users via email.

Topical Chapters

0:00 - New Advanced Reports Widget
0:24 - Saved Views
0:58 - New Filter Options
1:50 - AND/OR Operators
2:45 - Enable Report Columns
3:21 - Scheduled Reports
4:34 - Filter Results