Need leads to deal conversion insights
Does anyone know if you can have include leads in the conversion funnel on Insights? At the moment, it only shows the pipeline once the lead has been made into a deal.
I need insight into how many of those leads are actually generating money, but it seems to be skipping that part out? Or am I just missing something...?
Boris Tsibelman Posts: 998edited February 2022 #2
You are currently unable to do this, but I imagine it will come soon as the team builds out the lead & insight functionality further.0
Jack Tugwell Posts: 3edited October 2020 #3Boris Tsibelman said:
You are currently unable to do this, but I imagine it will come soon as the team builds out the lead & insight functionality further.
Thanks Boris. Hopefully this happens soon as it's proving integral to the way we work!0
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited October 2020 #4
Hi @Jack Tugwell and @Boris Tsibelman !
Good news: this is indeed in our plans as we know it's very important information to extract about leads - take a look at this announcement we made.
Right now we don't have an ETA we want to com forward with, but the feature is in the process of being built, so stay tuned for more news about this here
Here’s how to stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
Steve Baltodano Posts: 3edited September 2021 #5
Any update here?0
Jeff Farrick Posts: 63edited October 2021 #6
Bumping every thread I can find on this topic. This is such a critical feature I did not realize was not ready.0