Sales Community is an overview of your Organization’s leads, real-time revenue, and Key Performance Indicators. 💯
In the overview at the top, you see high level KPI’s for your LeadX Community.
On-going Sales displays all the leads that are in process and closed in your organisation. You can filter the leads by stages for ease of viewing.
Select the arrow ⬇ to open up the Lead stage filter option.
You can only view Leads here, to update a lead you need to access it through the My Pipeline feature.
You can click on any specific lead to get a quick overview of that Lead, shown to the right:
(video)
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