Recycle Bin
- Leads can be moved the recycle bin by clicking the
icon on the lead list for the lead you wish to move. - To view the recycle bin click the
button on the lead list. You will only see leads that you can access. (Ex. Private Campaigns or Archived Campaigns) - To restore a lead in the recycle bin back into it’s campaign, click the icon.
- For administrators, click the icon to permanently delete a lead and all of it’s associated content.
- For administrators, click the
to delete all of the leads in the recycle bin.
Dashboard – New Opportunities Tab
The new opportunities tab shows you more details on won and pending opportunities.
Won Opportunities – See a breakdown of the opportunities that were marked as won during the date range specified.
- Won Opportunities By Type – Shows the count and sum of won opportunities broken down by the type. (Ex. One Time, Monthly, etc.)
- Won Opportunities By Category – Shows the count and sum of won opportunities broken down by the opportunity’s category.
- Won Opportunities By User – Shows the count and sum of won opportunities by the Assigned To User of the opportunity.
Pending Opportunities – See a breakdown of the pending opportunities that are set to close during the date range specified. The projected value is the opportunity value x chance to win. So if you have an opportunity worth $50.00 that has a 50% chance to win, it’s projected value would be $25.00.
- Opportunity Projections By Type – Shows the count and projected sum of the pending opportunities broken down by the type. (Ex. One Time, Monthly, etc.)
- Opportunity Projections By Category – Shows the count and projected sum of the pending opportunities broken down by opportunity category.
- Opportunity Projections By User – Shows the count and projected sum of the pending opportunities broken down by the assigned to user.
Milestone Report
Three new columns have been added to the milestone report.
- Time To Reach – The amount of time since the lead was created until the milestone was reached.
- Time At Milestone – The amount of time spent at the milestone. If the milestone is the current milestone for the lead, it will show the same value as the Time Since Reached.
- Time Since Reached – The amount of time that has elapsed between the time the milestone was reached and now.