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Leads Funnel

Status
colourGreen
titletested

Overview

Displays your leads in a row-based funnel. You can select a particular criteria of a lead, which will expand the widget to show which indviduals individuals match this criteria. 

Calculation

The Leads funnel criteria is determined by what you call them in your CRM. They are visually represented on this widget and it is up to you to configure how you'd like to order them.

Settings

  • Choose which companies on Maestrano you want to display your leads funnel. 
  • Select and de-select the criteria of your leads funnel as well as configure their order by dragging and drop them accordingly. 
    • Select any range or period in time that you want to focus on. 

    The lead statuses to be taken into account in the funnel can be selected in the settings section (top-right cogwheel), as well as the time period.

     

     

     

    See it in Salesforce

    Leads can be compared against the Salesforce Leads tab Home Page > Leads. 

    Noticeable differences with the Impac! widget

    Leads are displayed as a visual funnel on the widget while in Salesforce they are a list.