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Lead Funnel Graphic
Hi there,

We'd like to see our staged leads funnel, as we can do so with deals. In the settings tab; selection list, we can see a preview of a lead funnel in "statuses", but I can't figure out how to generate that graphic for reporting.

Please could you help me?

All the best
Lakhi
Hi Lakhi!

At the moment the sales funnel option is based on deals only. New options for leads will be released soon (this December)

Best,

Yana.
Hi Yana,

Thanks so much for the info - we look forward to it.

Side note : This is probably the best CRM I've ever used.

Thank you,
Lakhi
Hello Yanna,

A very important feature a feel is missing on Bitrix24 is the pipeline view of the deals like you can see on software like "Pipedrive" and "Pipeliner" CRMs. Also, the drag and drop between stages and hoover for info features are extremely helpful when you have a lot of deals or lead. Is there any work on this direction ?

Worst case scenario a color code based on status would help differentiate the stages of the deals or leads.

Other than that I love this CRM.

Thanks,
Giuliano Marinho  
Hi Giuliano,

This a a bit different logic scenrio than Bitrix24 CRM offers, but thanks for the suggestion.

Best,

Yana.
Hi!

We have added  NEW leads & invoices dashboards to the CRM (similar as in deals). Hope you'll find them useful.

Best,

Yana.
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