Dashboard

Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
The Date Range filter is based on the Date Created of the leads. So the opportunities view above shows the 4 leads who opt-in to HL from Ja...
Fri, 24 Jul, 2020 at 6:15 PM
Dashboard Funnel chart opportunities explained
Mon, 26 Apr, 2021 at 6:34 PM
Lead source report explained
All sources are reported based on opportunities created from triggers or Zapier:
Mon, 26 Apr, 2021 at 8:56 PM