How to create Lead Activity Reports

  • 23 January 2023
  • 1 reply

I’m looking to create an activity report for leads in Copper and can’t seem to figure out how to build something that will allow me to see:

  • interactions by activity type so we can understand what methods or interactions are working with leads

  • the number of follow ups by interaction type

  • how to track activities against leads (how long they are in a status)

1 reply

Userlevel 2
Badge +1

Hi @tegand , thank you for sharing your question into the Copper Community!

I’ve included some resources below to help you get started with Reporting in Copper, I highly recommend joining our weekly Reporting Q&A drop-in, here you can get support live with a Copper expert.

Reports in Copper: an introduction

Adding days in stage to a Report or Insight

Creating a pipeline progression report

How to build a custom Insight