We’ve introduced an enhancement to the Lead Source section under the Pipeline module. You can now view Deal Card counts alongside Lead counts directly under Actions. This update also allows you to click and view the associated deals, giving you a more complete picture of your lead sources in one place.
Use Case: Users can now view Deal Card counts alongside Lead counts within the Pipeline module’s Lead Source section. This update provides quick access to associated deals, offering a more comprehensive view of lead sources in one place.
To View the Enhancement:
- Navigate to the Pipeline module.
- Go to the Action button and click on Lead Source
Here, you can see the Deal Cards Count along with Leads Count
To view the Deal Cards under Deal Cards Count, click on any number and a complete view of Deals associated with that Lead source will appear.
