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.