Conversions

Here you will get the idea of the opportunities that are part of the sales pipelines and what stage of the pipeline they are at.

Selecting Pipeline

Clicking on this dropdown menu will open up a list of pipelines you have created in your CRM. Selecting one of the pipelines from the list will open up the stats related to the selected pipeline.

Stage 1

Depending on the stages you have created in the selected pipeline, you will see the number of opportunities that are in stage 1. In the screenshot below, you will see the stage 1 named as “New Leads”

Stage 2

Number of opportunities in Stage 2 of the pipeline will be shown here. In the screenshot below, the leads who have scheduled an appointment are in Stage 2 of the pipeline.

Stage 3

Number of leads that are in Stage 3 of the selected pipeline will be shown here. In the screenshot below, the leads who have signed an agreement will be considered as the leads in Stage 3 of the pipeline.

Stage 4

Number of leads that are in Stage 4 of the selected pipeline will be shown here. In the screenshot below, the leads who have made the purchase will be considered as the leads in Stage 4 of the pipeline.