How to View or Generate Lead Reports in XPO

Leads can be automatically synced over from other channels into XPO at a frequency of every 6 hours.

Lead reports detail the source and campaign origin of each lead across different channels.

Click Reports >> Leads to view your Lead Report that shows the number of leads generated in that account.

Name	Shows the name of the lead. Click on the name to view the details.
Created	Creation date of the Leads.
Email	Email address of the Leads.
Phone	Phone numbers of the Leads.
IP	IP address of the Leads.
Stage	The different stages of a Lead as part of the sales funnel.
Campaign	Name of the campaign from where the Lead is generated. When you click on it, you will land on the campaign detail page. By default, all campaigns will be selected. You can choose to deselect a few or select even just one campaign to filter leads based on selected campaigns. You can also search for specific campaign names.
Channel	Source of the Lead (Programmatic or Facebook) or any other sources like CRM/Salesforce, Hubspot. You can sort them alphabetically.
Action	Different Actions you can make on the listed Leads. You can Edit/Delete and Download Lead reports for individual leads or multiple leads.  Edit: You will be redirected to the Lead details page. You can update the Stage of an existing Lead. Click Save to successfully make your edits, or Cancel to return to the dashboard. When editing multiple leads at the same time, you can only change the stages of the Leads. Delete: Click on the delete button and then confirm delete lead(s) from the pop-up. You can delete one or more Leads at a single time. Download: Click on download and confirm the download action from the pop-up to download the lead(s) report successfully. You can download lead reports for one or more Leads at a single time.
Filter	Under the Filter option, you can sort the list based on Stages or Channel. Channel includes - Programmatic and Facebook. Under Stage, you have different types of Leads such as Raw/ Interested/ Converted and Contacted Leads. After checking the Filter box, you can alter your selection by clicking on the reset button.
Calendar	Sort the Leads list based on the selected date range from the date calendar. Leads within that date range will populate. You can select Today/Yesterday/Last 7 days/Last 14 days/This Month/Last Month and Custom date range.