How to Use the New Leads Report

Summary

Overview: The New Leads report lists every lead that arrived in a date range, with its score, priority, status and Pippin's next action. You can search it and export it to a CSV file.

Prerequisites:

• You are a Sales Manager or the Admin.

Step-by-Step Instructions

Step 1: Open the report

1. Go to Dashboard.
2. On the New Leads tile, click View. The report opens with the same date preset as the Dashboard.

Step 2: Set the date range

1. Click the date button at the top right.
2. Pick All, Today, Yesterday, Last 7 Days, Current Year or Custom, then click Apply.

Step 3: Read the table

1. The line above the table shows the total, for example Showing 12 new leads.
2. The newest leads are listed first. Columns:
   • Date Received: when the lead arrived.
   • Contact Name: click to open the lead.
   • Company and Email Address.
   • Score: the lead's score.
   • Priority: Hot, Warm or Cold.
   • Status: the lead's stage, such as New, Reply Sent, Link Sent, Meeting Booked, Quote Sent, Won or Lost.
   • Next Action: the path Pippin chose for the lead, such as a quote or a meeting.
   • Response Time: time since the lead arrived. Times over 1 hour show in red.
3. Click a column header to sort by it.
4. Click any row to open the lead.

Step 4: Search

1. Type in Search name, company, email.... The table updates as you type.

Step 5: Export

1. Click Export CSV. A file named new-leads- plus today's date downloads.
2. The file contains the rows currently shown in the table.

Verify It Worked

Success criteria:

• The table shows leads that arrived in the range you chose.
• The CSV file opens in your spreadsheet app.

Troubleshooting

Common errors

• "No leads found for this period.": no leads arrived in the range, or none match your search. Fix: widen the date range or clear the search.
• You see "You don't have access to this page": reports are for Sales Managers and Admins. Fix: ask your Admin. See Why Can't I See Settings, Reports or Quotes?

Limitations & considerations

• The table shows up to 100 leads at a time. If the total is higher, narrow the date range or search to find a lead.
• Archived leads are not included.
• Export CSV is turned off when the table is empty.

Next Steps & Related Resources

• Next steps:
  • How to Use the Hot Leads Report
• Related articles:
  • How to Read the Dashboard
  • How to Read a Lead's Profile
  • How Pippin Reads and Scores a Lead

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/13/2026