📊Pipeline Reports
Last updated
Last updated
The pipeline summary report gives a snapshot of the percentage of leads in each stage of your pipeline.
To view this report, navigate to the Reports tab from the menu and click on 'Pipeline Summary.'
This report displays the percentage of leads in each stage of your pipeline based by the team member assigned to each lead.
To view this report, navigate to the Reports tab from the menu and click on 'Pipeline by Responsible.'
