How can I receive an automatic e-mail report on the status of my leads (weekly or monthly) ?

What are the advantages of automatic reports ?

1.  Improve your conversion rate : These reports enable administrators to mobilize their network and users, resulting in better lead updates and optimized conversions.


2.  Increase efficiency : Users receive a clear, concise summary of the actions to be taken on their leads, enabling them to prioritize their follow-up with ease.

How to activate automatic e-mail reports ?

Access user profile settings :
If you have access to the settings, in your settings (⚙️), then “User Profiles”, select the “Notifications” tab of the user profile you are interested in (Example: Dealers).
You'll find a section dedicated to “Oplead reports (weekly or monthly)”.
Check or uncheck to send weekly and/or monthly reports according to your preferences.

Worth knowing :
✅ By default, these reports are not activated.
✅ Activation or deactivation applies to all users in the same profile (it is not possible to select only certain users).
✅ Weekly reports are sent on Monday mornings.
✅ Monthly reports are sent on the first day of the month.

🔹 Don't forget to validate your changes before leaving the page to ensure that your settings are taken into account.

What does the automatic e-mail report contain ?

Depending on their user profile and parameters, users receive a detailed report including :

1. Visual identity : display of your company, network or manufacturer logo.

2.  Filtering of leads by period (weekly or monthly).

3. Quick access to your platform : each report contains interactive buttons for direct access to the “Follow-up” tab, pre-filtered according to the selected status (Process, Overdue, In progress, Won).

4. Lead overview : The mail displays up to 2 lead names per category. To view the complete list, simply click on the corresponding button and access the platform.

5. Detailed lead tracking, organized by status:

🔴Process (red section): leads received during the report period that are still in “To be processed” status.
Example: a January 2025 report will show leads received in January and still awaiting action.

⚫Late (grey section): leads requiring an action scheduled over the report period but not yet carried out (appointment, quotation reminder, customer callback,...).
Example: a lead with a quotation to follow up in January 2025 will appear here if it has not been processed.

🟡In progress (yellow section): leads received during the report period that have advanced to “In progress” status.
Example: a lead received in January and marked as “In progress” will appear in this category.

🟢Won (green section): summary of the volume and amount of sales made during the reporting period.
Example: Leads passed as “Sales” in January 2025 will be counted here.

Information about the automatic e-mail report

1. Signature at the bottom of the e-mail :

- For network/manufacturer platforms: display of network or manufacturer name.
- For Oplead Pro platforms: display “Eldo”.

2. E-mail parameters (cannot be modified) :

✅ Sender : Company name nom_de_votre_plateforme_oplead@oplead.com
(Remember to check your spam when sending for the first time and add this sender to your contact list if necessary).

✅ E-mail subject : {User name}, have you processed all your {Company name} leads ?

How do I manage multilingual versions ? 

✅ The report is automatically translated into the language of the user receiving the report. This language setting is located in each user's account management, in the “Language” field.