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Reporting on Leads and Contacts in Salesforce

Lead to Contact Reporting

Say certain qualified data exists on lead record and other qualified data on the contact record in Salesforce, you’d need to create separate reports or dump the data to Excel. Lane Four has a bridge between these two data sets so you can easily report on leads and contacts in a single easy to deploy report that’s native to Salesforce.

This serves as a lead and contact report connecting these two objects and gives you a comprehensive overview of your lead data.

Lane Four Bridge rules can be configured so that those key metrics are mapped to one comprehensive view. Reporting is made easier, but owner assignments are made simpler as well.

To see this in action, request a demo today.

Bridge Lane Four

 

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