7 Replies Latest reply on Jan 14, 2015 7:49 AM by 20f7d4d7e3ec20ccdaa70b43ac5b6644afaa255e

    How do you demonstrate to leadership that leads are moving down the funnel?

      In setting goals for this upcoming year, one of them is to be able to demonstrate to leadership how leads are flowing through our funnel. I've tried setting up a few Smart Lists in the Lead Database (01. Known, 02. MEL, 03. MQL...) to be able to track this using data on the lead records, but I'm interested in hearing if people have other ideas.

      Keeping in mind, we do not have the standard edition with RCA...