How Do I See / Check My Lead Stats?

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From the homepage of your crm you are able to see the stats for your leads.  This is important information for you to track your conversion rates as well as where in the timeline your leads/clients are falling.

Login to your CRM.

On your home page you will see Lead Stats on the bottom of the screen.

From the drop down menu select the time range you would like to view stats for.

NOTE: For this example, we will be choosing This Year.

From here you are able to see how many leads in total you have and a breakdown of the leads according to their status.


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