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tillyvs21
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Member since ‎Nov 25, 2020
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Tilly Smallwood

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tillyvs21 on January 13, 2022
I'm looking to add conversion rates to my dashboard as this is a KPI in my company. I can't seem to find a way to calculate this property in a report? Is there anyway around this or any integrated software that I can use?
0 upvote
6 Replies
Participant
April 25, 2022 05:10
Hi @karstenkoehler , When I follow the steps you suggest I get a number, but I'd much rather show a percentage. I cannot find a way to ask for t...read more
Solved
tillyvs21 on January 13, 2022
I previously used Salesforce and found their lead funnel easier to manage than updating lead statuses as you also had a visual kanban. I'm considering using a Lead Pipeline but would this be overkill or it it something that people do?
Participant
January 14, 2022 02:32
Hi @tillyvs21 , Happy to offer my experience here. To take a step back, the way that I recommend people to track their leads is: - Use ' lifecy...read more
Solved
tillyvs21 on January 13, 2022
I'm looking to add conversion rates to my dashboard as this is a KPI in my company. I can't seem to find a way to calculate this property in a report? Is there anyway around this or any integrated software that I can use?
0 upvote
6 Replies
Participant
April 25, 2022 05:10
Hi @karstenkoehler , When I follow the steps you suggest I get a number, but I'd much rather show a percentage. I cannot find a way to ask for t...read more
Solved
tillyvs21 on January 13, 2022
I'm looking to add conversion rates to my dashboard as this is a KPI in my company. I can't seem to find a way to calculate this property in a report? Is there anyway around this or any integrated software that I can use?
0 upvote
6 Replies
Participant
April 25, 2022 05:10
Hi @karstenkoehler , When I follow the steps you suggest I get a number, but I'd much rather show a percentage. I cannot find a way to ask for t...read more
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