Core CRM and Sales 11.6 update
Selection - Board view for company and contact
Get a clear overview of your companies or contacts grouped by Lead status, Category, or Our contact. Create a company or contact selection and open it in Board view to visualise and manage your data more effectively.
Use the board view for company selections to see your customer portfolio at a glance, or use contact selections to follow up on leads and track progress.
Tip
Switch between company and contact boards in the View entity setting to find the overview that that suits your workflow best.
Contact - Lead status list connected to the category
When working with leads, the Lead status field is a valuable tool for organising and tracking progress. It becomes especially useful in the Board view of a contact selection, where you can easily drag and drop contacts between columns to update their status.
Make sure your Lead status list includes the correct values. You can edit the list items in Settings and maintenance.
Read more about using board view on a contact selection Marketing 11.6 update.
Search criteria - Lead creation and first touch on companies and contacts
You can access lead-related criteria under Lead in both the Company and Contact groupings. The lead source and first touch data help you analyse lead origins and are especially useful when creating Dashboard tiles.
This data is stored under the Legal basis section on the contact card.
Note
First touch source, lead creation source, and company source are tracked only for new contacts and companies that do not already exist in your SuperOffice CRM.
Dashboard - Tiles for lead information
To understand where your leads come from, use the dedicated Lead tiles available under Contact:
- Funnel - Lead qualification funnel
- Pie - New leads by campaign YTD
- Pie - New leads by first touch source YTD
- Pie - New leads by lead creation source YTD
- Pie - New leads from chats YTD
- Big number - New leads from chats YTD
- Big number - New leads from forms YTD
- List - Top 10 lead capturing forms YTD
Read more about using contact lead tiles in Marketing 11.6 update.