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
We have introduced a new enhancement in the Pipeline module under the Lead Source section. You can now download the Child Lead Source and Deal’s
In this article you will learn: Lead Source and Disposition Group By option in Reports ​ Lead Source filter in Reports​ Search tab in Reports
Update – Add a sub-lead source to a Lead Source Use case – Easier to implement and manage lead/sub-lead hierarchy with multiple lead sources.
Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
Description – The feature will let you choose a master lead by merging multiple lead sources with each other. Use Case – Ideal to eliminate
Description – The lead source is now displayed in the Book of Business and Personal Data Book. Use case – Easier to track lead source
In this article, you will learn: How to view the Lead Source section? Search, Sort, and Download Lead Sources We are ensuring a better user
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