Lead Pipeline

Make sure to add leads in the leads section as this will fetch the data and provide you with Kanban view for easy analysis.

  • Based on your lead status which was created dynamically, lead pipeline will be automatically generated.
  • It will segregate your leads based on the status of the lead and will show the count of the lead in that particular lead status.
  • This will help you to keep a track on your different leads easily.
  • You can also view the lead directly from here and make an edit on the status or anything else if required.
  • Anychange in Lead page will automatically reflect in lead pipeline page and hence it is not required to update the lead page seperately.