By setting up lead reporting in the LISA admin, you and your teammates can receive automated lead summaries on a daily, weekly, monthly, or yearly basis. Activate these emails for your team by following the instructions below.
1. Go to Reporting
Log into your LISA admin and navigate to Notifications > Email Templates. Then go to the Reporting tab.
2. Turn on Your Desired Report(s)
The LISA admin comes with 12 default reporting templates. Find your preferred template from the list and then use the toggle to set it to Active. (Note that weekly reports are sent every Monday.)
How to Customize a Lead Activity Report Email Template. You can also create your own: How to Create a New Reporting Email Template
Next Step: Choose Who Gets Notified
If you haven't already, you'll likely want to choose who on your team receives these lead reporting emails. Learn more here: How to Set or Change Email Recipients for Lead Reports