Pipeline in depth: campaigns and reports

Campaigns and the people they reach, which ones are working, the Pipeline dashboard and reports — won deals, win rate, stage flow, the lead funnel, forecast and team — plus the activity feed, export and import.

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Language
English
Length
4:06
Subtitles
English

Chapters

  1. 0:00Where this lives
  2. 0:20Start a campaign
  3. 0:48The people a campaign reaches
  4. 1:06What the campaign produced
  5. 1:23Which campaigns are working
  6. 1:31The dashboard
  7. 1:41Won deals over time
  8. 1:53Win rate and stale deals
  9. 2:06How deals move through stages
  10. 2:16The lead funnel
  11. 2:30Revenue and forecast
  12. 2:39Compare the team
  13. 2:46The activity feed
  14. 3:01Who can see deals
  15. 3:09Filter Pipeline by company
  16. 3:18Export or import Pipeline data
  17. 3:30Ask Luma
  18. 3:59Wrap-up

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