Steps
- Open Dashboard in the Leads menu, and pick 7D, 30D or 90D at the top.
- The tiles show New leads, Won, Conversion, Open pipeline, Overdue and Hot leads. The charts show the trend, Lead sources and Pipeline by stage.
- Follow up now — your call list is who to call. Newest leads only shows the latest arrivals.
- Click Reports for tables by source and by owner (leads, won, conversion and value), and What should I focus on for an AI summary.
Good to know
Tap a stage under Pipeline by stage to see those leads.
Each source in Lead sources says how those people reached you, so you can see which channel works.