Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.
To view the enhancement:
- Navigate to Pipeline Manager
- Click on 3 dots icon and select Deal Charts
- Click on Lead Flow
- You will find the list of Leads created
- You can group the leads based on status, assignee, category, carrier, lead source, and label
- You can also filter the list as per the date
