Lead Source Report - Status Drilldown
It would be extremely helpful to have an editable sales lead source report form, specifically so we can adjust the status compared. As an example, during initial set up, it prompted us to fill in a status and we chose to compare "Estimates" to "Signed Contract", so now we only see this percentage. We are trying to dig deeper into our process and, were this form editable, we would be able to utilize it much more efficiently.
1
vote
Corrie Balson
shared this idea
Not enough community interest.