Leads

Title	Widget	Widget Description
Leads		1. Released and within validity period Click opens the summary page Available Homepage dashboard Customer details
Leads		1. The next 4 open leads (In progress and not expired), sorted by "Valid until" (Ascending) Click switches to the lead Colour code: Red: Valid until is already tomorrow. Yellow: Valid until is within the next 7 days 2. Number of valid leads (Released and within validity period) Click opens the summary page 3. Number of new leads since the last transfer Click opens the summary page, but shows only new leads since the last transfer Available a. Cockpit

Title

Widget

Widget Description

Leads

1. Released and within validity period

Click opens the summary page

Available

Leads

1. The next 4 open leads (In progress and not expired), sorted by "Valid until" (Ascending)

Click switches to the lead

Colour code:
Red: Valid until is already tomorrow.
Yellow: Valid until is within the next 7 days

2. Number of valid leads (Released and within validity period)
Click opens the summary page

3. Number of new leads since the last transfer

Click opens the summary page, but shows only new leads since the last transfer

Available
a. Cockpit

Lists all leads (Released and within validity period)

Click	Swipe	Views
On dashboard: Summary page Lead definitions		1. Table
In customer details: Summary page Customer leads		1. Table

Click

Swipe

Views

On dashboard:

1. Table

In customer details:

1. Table

Name	Visible	Sort	Full Text	Explanation
Name	Visible	ASC	Yes	Name of the job
Campaign	VisibleOnlyLandscape		Yes
Valid from	VisibleOnlyLandscape
Valid until	VisibleOnlyLandscape
MQL	Visible			No. of customers who are Non-completed or In progress.
SQL	Visible			No. of customers who have status "Sales-qualified lead".
Converted	Visible			No. of customers who have status Converted.
Total	Hidden
Non-completed	Hidden
Deferred	Hidden
No lead	Hidden
In progress	Hidden

FAQ

Release