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 Count Report directly from the Lead Source for improved data analysis and reporting.
Use Case:
Users can now view and download the Child Lead Source and Deal card’s Count Report from Lead Source to track lead source performance. This helps in better understanding and managing lead distribution.
To View the Enhancement:
- Navigate to the Pipeline module.
- Go to Actions and click on Lead Source.
In the opened window, you can see the Lead Sources, Child Lead Sources and Dealcard’s count. Click on Download to download the report.
You can see the Child Lead Source and Deal’s Count data in the downloaded report
