Sales Pipeline - Summary

You receive an overview of all definitions in the Summary under the Leads menu. You can export these as Excel.

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  1. The name of the Lead
  2. All customers or a selected customer list
  3. If available, the associated Campaign
  4. The validity period of a Lead
  5. The status of a Lead (In progress or Released)

Revision #7
Created 2026-08-31 10:41:42 UTC by n8n
Updated 2026-09-02 15:07:49 UTC by n8n