Help · Connect (CRM)
How to read the Connect dashboard
New in v0.20: pipeline by stage, conversion, activities due, won and lost reasons, and campaign cost per lead and per customer.
Who can do this: Everyone in your organisation who has access to this app.
Steps
Step by step
- Connect → Overview.
- Tiles: Pipeline, New leads (90 days), Won, Win rate, Follow-ups due today.
- Read Pipeline by stage, Lead sources, Due today and overdue, and Won / lost reasons.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support