Ideas - ClickDimensions Intelligent Dashboards

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Adding Contact also to the Sales overview

We are not using leads in CRM dynamics (or only very briefly). For us it would be more interesting to have contacts featured there. Could we filter maybe on these? Or have them both present?

  • Guest
  • Jul 16 2020
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  • Guest commented
    February 26, 2021 10:46

    This feature is part of release 6.3, which will be delivered on March 17th, 2021. Once available, Intelligent Dashboards accounts will have a couple of additional dashboards, "Sales Funnel (Contacts)" and "Dynamics Campaign Performance (Contacts)", both of them showing "Contacts" metrics instead of "Leads" metrics.

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