How do I review lead routing reports?

1. Navigate to "Setup" and within the setup section, locate and click on the "Lead routing" option. This will open the lead routing page.

2. In the lead routing page, find the list of lead pools and click on the one you want to view the report for.

3. Click on 'More' options and from the dropdown menu, select the "Report" option. This will open the report page for the selected lead pool.

4. Within the report page, you will find 'Organizations' and 'Users' dropdowns to customize the report. Select the desired organization and users from the respective dropdown menus. Once you have selected the categories, click on the "Generate" button to generate the report based on your chosen criteria.

5. After the report is generated, you should see a list of numbers representing different aspects of the report. Click on the number to view the detailed report for that particular aspect.

6. If you wish to export the report as an Excel file, click on '3 Dots' > "Export".

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