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Financial Year | Organization | Date Range |
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Choose the required year from the dropdown menu. | Choose the Org. you wish to view or view All Org’s. | Choose a specific date range or use the Quarter pre-sets. |
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 | Number of Leads created per month. |
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 | Monthly average time taken for a Lead to be Closed and Won in your Organization. |
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 | Select the time range from the dropdown menu and hit the comparison button to see how your Leads are performing. |
Choose the Lead status from the dropdown menu to view the 4 categories of aging Leads, 0-7 days, 8-30 days, 31-90 days and 90+ in your pipeline. |  |
Leads
Here you can all access all the Leads in your Organization as the image below shows.
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Select Financial Year, Organization and Date Range as desired from the dropdown boxes at the top
Use the Search box to quickly find specific Leads by name or licence.
The Manager can access and update any lead by selecting it
Icons:
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Lead created by Sales | Lead created by Non-Sales | Multi - Organization |
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