Leads Funnel

TESTED

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 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. 

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.