Sales Community

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:

CST Project

Sales Community

Analytics

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