Board View

Board view is the interactive way to manage your pipeline. Drag and drop leads to the next sales stage and mark leads as won, lost, or canceled. Monitor the general health of your pipeline and quickly see what needs to be done next.

List View

List view is the most traditional way to manage your pipeline. View your leads in rows and sort by columns based on the age of the lead, stage, confidence, value, and more.

Map View

Ideal for outside sales reps, Map view shows exactly where your companies and people are located, helping you plan for on-site meetings and scheduling activities.

Chart View

Chart view quickly details your lead trends by timeframe, quantity, and value in an easy-to-read graph.

The greatest benefit is tracking your leads and where they come from. It’s been very beneficial to tag each lead and look at them on the map view to evaluate our marketing efforts.

April M. Territory Sales Representative Lira Clinical

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