We added a functionality to the Needs Analysis report in Pilot. From now on you will be able to consolidate and export in a single file all the information of a lead and the responses of the Leads Portfolio report.

When exporting a file, you will have in hand multiple information, for example: what is the form used in the lead, when it was created and the answers to the questions in said form. You will also find information about the prospect, the lead´s status and what their degree of interest is.

To export the needs analysis, you have to enter the Leads Portfolio report, filter by the period of time you want to analyze and then from the data sample box you can select the Needs Analysis button.