In this area, you can analyze the performance metrics associated with the opportunities managed by the specified CRM user, providing insight into their effectiveness in turning these opportunities into successful sales.
This section offers a detailed look at the user's opportunity management, including an overview of total leads, and a categorized breakdown of opportunities that are open, won, abandoned, or lost.
Total Leads
The "Total Leads" metric represents the total number of leads assigned to a particular user, highlighting their responsibility for overseeing and developing these potential clients.
Open Leads
"Open Leads" refers to the current prospects that have yet to be converted into sales. These leads are in need of additional follow-up and nurturing to be successfully closed.
Won Leads
"Won Leads" indicate the opportunities that have been successfully converted into sales by the user.
Abandoned Leads
"Abandoned Leads" refer to the opportunities that were not pursued through to completion and were ultimately dropped for various reasons.
Lost Leads
The "Lost Leads" section details the opportunities that were not successfully converted into sales, offering insights into where improvements could be made.
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