Leads Dashboard
Navigating and interacting with new opportunities
By Patricia1 author5 articles
- Understanding Your Lead PipelineHow leads are automatically created and what each stage means.
- Partner's Leads Dashboard OverviewYour central hub for turning architect engagement into opportunities.
- Managing and Working LeadsHow to open, edit, assign, move, and take action on leads in the dashboard.
- Filtering and Sorting Your PipelineHow to use filters, sort, and search to find the leads that matter most.
- How to Export Your Leads to CSVDownload a full snapshot of your Opportunities Pipeline as a CSV file for offline reporting, analysis, or sharing with your sales team.