Concept1 min read

Dead leads, lead source and custom reports

Reports live under Reports in the sidebar and include a dead-leads view, lead-source reporting and saved custom reports.

Listing them takes View on Reports. Reporting screens read the same records the rest of the CRM writes, so a number that looks wrong is usually a record that needs correcting rather than the report.

Who can do this

Access in Trussi is a capability granted to a role. If one of these is missing from your role, an account admin can grant it; see roles, permissions and why something is hidden.

  • View on Reports

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