Leads and Opportunities

Owned by Georgios Vasilakos (Unlicensed)
May 15, 2023
1 min read

For a better overview of Leads and Opportunities, there are Widgets. 

In Home Dashboard the user can add a widget from the relevant action on the menu which appears when clicking on the photo on the top right corner.

User can easily see:

Widgets for Opportunities are:

Leads by month, Leads by model, etc. 

Widgets for Leads

Widgets for Opportunities are:

Lead to Opportunity Ratio, Opportunity to Win Ratio etc.

Widgets for Opportunities

Widgets

Leads - Reassign Leads between Sales PersonsMy opportunities
Leads - The number of active Leads assigned to youOpportunities - The number of Opportunities assigned to you