Charting Search Results

Users can now chart search results that include the following fields: Lead status, Sales Stage, Forecast Date, Probability, Initial Status, Campaign, Lead Source,  Marketing Mix, Group, Partner and Special Interest 1-6.

Chart Search Results

Chart Search Results

From the chart search results, the user enters the name of the chart, selects the type of chart and the field to chart

Select Chart Type

Select Chart Type

The user can save the chart to the dashboard or create a shortcut to the chart.

Chart Updates in Real-Time as Data Flows into the system - click to drill down to data

Chart Updates in Real-Time as Data Flows into the system - click to drill down to data

These are helpful features for Lead Management, Lead Tracking, Lead Scoring and Sales Lead Analytics.


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