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How to Activate Email Lead Reports

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.)

Did you know? You can customize any of the default templates to adjust their send interval, body content, and more. Follow these instructions: 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