CRM

CRM

Lead management and sales pipeline

Total Leads (MTD)

1,847
8.2%
vs last month

New Today

68

12 pending assignment

Active Agents

48

all states covered

Bookings Today

24
15.8%
vs yesterday

Pipeline Overview

124

New

286

Assigned

412

Contacted

342

Booked

892

Qualified

89

Won

45

Lost

Recent Leads

Robert Chen

Facebook AdsCA

new2 min ago

Jennifer Smith

Google AdsTX

assigned8 min ago

Michael Johnson

WebinarFL

contacted15 min ago

Sarah Williams

ReferralNY

booked25 min ago

David Brown

Landing PageAZ

qualified32 min ago

Lead Sources

Facebook Ads842
Google Ads456
Webinars298
Referrals185
Organic66

SLA Status

96.2%

1,245

Met

32

At Risk

8

Breached