📊Pipeline Reports

Pipeline Summary report

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.'

Pipeline by Responsible report

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.'