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WebPlatform Documentation

Pipeline

  • See Pipeline funnel graph
    • By Status & Value
      • Pipeline value will be based on the forecast %
  • Access Pipeline Filter options
    • Campaign (select from campaigns user has access to)
    • Allocation Field Names (As per Lead Detail for each Campaign selected)
    • Country (based on each campaign set up)
    • From Date (via calendar)
    • To Date (via calendar)
    • Refresh Chart (click here every time the filter criteria is changed)
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