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Leads List 

 

Overview

Leads list is a list of the names of individuals considered as leads with a criteria shown on the right. The criteria displays what is attached in the CRM to determine the progress of the lead to becoming a customer. 

Calculation

There are no calculations, just a reworked visual representation of the leads in your CRM. 

Settings

Select which company (account) you'd like to display leads from. 


 

See it in Salesforce

Leads are dsiplayed displayed in the Leads tab in Salesforce. Home Page > Leads.

Noticeable differences with the Impac! widget

The widget shows the name of the individual or organisation that is a lead plus the status of their progress.