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