Leads List
TESTED
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 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.
