New leads
Mock2
Open
Mock2
Booked
Mock1
Follow-up
Mock1
Pipeline value
Derived$12.2K
Lead queue
Mock| Lead | Channel | Campaign | Priority | Status | Est. value | Follow-up |
|---|---|---|---|---|---|---|
Brandi Cole L-901 | Phone | Google · No Cool | P1 | New | $489 | 10:00 AM |
Dev Patel L-902 | Web | Replacement Q2 | P2 | Open | $9,800 | 11:30 AM |
Janet Wu L-903 | Referral | — | P2 | Booked | $1,480 | — |
Ricardo Vega L-904 | Chat | Maintenance plan | P3 | Follow-up | $189 | 3:00 PM |
Unknown · 704-555-0119 L-905 | Phone | — | P4 | New | — | — |
Paula Ngai L-906 | SMS | Membership renewal | P3 | Open | $249 | — |
Channel mix
DerivedPhone2 · 33%
Web1 · 17%
Chat1 · 17%
SMS1 · 17%
Referral1 · 17%
Cost per lead, CPB, and lead-to-job conversion will populate when a marketing/call-tracking connector is configured.
Follow-up queue
Brandi Cole
Google · No Cool
10:00 AM
P1
Dev Patel
Replacement Q2
11:30 AM
P2
Ricardo Vega
Maintenance plan
3:00 PM
P3
Connectors needed
Call tracking
Inbound calls, missed calls, recordings
Marketing platform
Ad spend, CPL, CPB
Web chat
Chat conversations + lead capture
Forms / web leads
Inbound web forms
Booking funnel
DerivedLeads6
Qualified5
Booked1
Last sync just now