Author: Lakhi Dhatt. 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
Author: Ashley Williams. Hello! I'm very new to Bitrix24 and am trying to figure out how usable this is for my startup company.
With leads, we would need to change the options under "status" to something else because "on hold" and "processing" and the like are not appropriate for our industry.
Is there a way to do this? It would be great if we could still use the status bar.