I am looking to pull a report of all the leads that were abandoned last year and need it to include the email addresses.
How can I do this? I seem to only be able to pull a report that includes names and organization.
Best answer by Chris from CopperView original
Thank you for your question. In order to pull a report for Lead Name, Email and Filtered by Creation Date and Status, I recommend creating a custom insight with the following setup:
I highly recommend attending Copper’s Weekly Reporting Q&A, here you will be able to interact directly with one of our reporting exports to setup your requested report live.
Here are some additional Reporting Training articles to help you get started:
Introduction to Reporting
Creating a Custom Insight
Weekly Reporting Q&A
This is super helpful! Thank you