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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