How can we help you?

The Leads screen is your main dashboard. Every lead appears as a card showing key details at a glance.

1. 1
   On the Leads screen, tap the All Leads button in the top-left area
2. 2
   Select 1 or more required Lists from the screen, which displays all the Lists
3. 3
   You can also use the Sort option to reorder the Lists
4. 4
   Use the Search option at the bottom of the screen to identify any required Lists

List Name · Created Time · Modified Time · Created By · Modified By

1. 1
   On the Leads screen, tap the Sort button in the top-right area
2. 2
   Select a sort field from the list of 17 available options
3. 3
   Tap Ascending or Descending to set the direction
4. 4
   Leads will reload grouped into sections by their sort value (e.g. deal size ranges, alphabetical groups)

Lead Name · Organization Name · Designation · Deal Size · Email · Lead Score · Lead Stage · Potential · Assigned To · Captured By · Created Time · Modified Time · Follow-up Date · City · State · Country · Zip

1. 1
   Tap the Filter button on the Leads screen
2. 2
   Tap Add Filter and choose a field (e.g. Stage, City, Deal Size)
3. 3
   Select an operator — the options change automatically based on the field type
4. 4
   Enter the filter value and tap Apply
5. 5
   You can add multiple filters at once to narrow down further

1. 1
   Tap the + button on the Leads screen
2. 2
   The form opens in Quick View mode — showing the 6 most-used fields: Name, Company, Email, Mobile, Stage, Deal Size
3. 3
   To fill in more details, tap Show All Fields to expand the full form
4. 4
   For address fields, tap Search Address to auto-fill city, state, country, and zip automatically
5. 5
   If your list has custom fields, they will appear automatically — no extra navigation needed
6. 6
   Tap Save when done

1. 1
   On the Leads screen, tap the Three Dots icon located in the top-right corner.
2. 2
   A menu will appear displaying all available options under the Bulk Actions section.
3. 3
   Select the desired bulk action.
4. 4
   Tap each lead you want to include in the action. Once you have selected all required leads, tap Next.
5. 5
   Based on the selected bulk action, the next screen will prompt you to enter or choose the required values. Review the details and tap Save to complete the action.

When multiple leads are close together on the map, they automatically merge into a single cluster bubble showing a count (e.g. +24). Zoom in to see individual leads, or tap the cluster to see a list in a pop-up sheet.

1. 1
   Tap the Radius button on the map screen
2. 2
   Drag the slider to select a distance between 5 and 100
3. 3
   Toggle between KM or Miles
4. 4
   The map will display only leads within that circle around your current location

1. 1
   Tap the Calendar icon from the top-right section.
2. 2
   The Calendar screen opens in Weekly View, displaying dates along with dots that indicate the number of follow-ups scheduled for each day.
3. 3
   Tap any date to view all scheduled follow-ups for that day.
4. 4
   Once tapped, the leads will be displayed below as individual cards along with their follow-up notes.
5. 5
   Tap any lead card to open the Lead Details screen and view complete information.
6. 6
   Tap the Month label at the top of the screen to expand the calendar from Weekly View to Monthly View.
7. 7
   Select any date in the calendar to quickly review and manage scheduled follow-ups.

1. 1
   On the Calendar screen, tap the Filter button in the top-right corner.
2. 2
   The filter panel opens with two sections: Filter and Timeline.
3. 3
   After selecting the required options, tap Apply.
4. 4
   The Calendar screen refreshes and shows only the follow-ups that match both the Filter and Timeline selections.

1. 1
   On the Leads screen, tap the Three Dots icon located in the top-right corner.
2. 2
   A menu will appear displaying all available options under the Bulk Actions section.
3. 3
   Select the desired bulk action.
4. 4
   Tap each lead you want to include in the action. Once you have selected all required leads, tap Next.
5. 5
   Based on the selected bulk action, the next screen will prompt you to enter or choose the required values. Review the details and tap Save to complete the action.

1. 1
   On the Calendar screen, tap the Plus button in the bottom-right corner -> The Add Follow-Up screen will open.
2. 2
   Select the required Lead for which the follow-up needs to be scheduled.
3. 3
   Choose the user in the Assign To field from the available team members.
4. 4
   Select the Next Follow-Up Date using the date picker.
5. 5
   If required, choose a Repeat Follow-Up interval: Never, Weekly, Monthly, Quarterly, Yearly
6. 6
   Enter the follow-up details in the Follow-Up Notes field.
7. 7
   Review the information and tap Save to create the follow-up.

1. 1
   Tap the Search icon in the Tab bar.
2. 2
   Select one of the required options - List, Leads, Follow-ups, My Team.
3. 3
   Start typing — results appear instantly, grouped by 1st letter of the Lead name.
4. 4
   Tap any result to go directly to the record.

1. 1
   Open any lead from the Leads, Calendar, Search, or Map screens.
2. 2
   The Information tab opens by default and displays the lead's profile details.
3. 3
   Use the Connect Buttons to quickly call, send a WhatsApp message, send an SMS, or send an email.
4. 4
   Review the Follow-Up section to view the assigned user, follow-up date, and follow-up notes.
5. 5
   Tap the Follow-Up section to update the follow-up details.
6. 6
   Review the Qualifiers section to view Potential, Stage, Deal Size, PG, CG, Tags, Notes, and Custom Fields.
7. 7
   Scroll down to view Contact Information, Address Information, and Info+ details.

1. 1
   Open a lead and tap the Activities tab
2. 2
   View all lead activities displayed in a timeline format, grouped by date for easy review
3. 3
   Review activity details including the action performed, user name, date, and time
4. 4
   Tap the filter options at the top of the screen to narrow down the timeline
5. 5
   Select from All, System Logs, Follow-Ups, Call Logs, To-Do Tasks, Quotes, or Invoices
6. 6
   The timeline updates instantly to display only the selected activity type

1. 1
   Open a lead and tap the Comments tab
2. 2
   View all comments posted by users for the selected lead
3. 3
   Use the filter options to display All Comments or My Comments
4. 4
   Tap the + button to add a new comment
5. 5
   Enter your comment in the text field
6. 6
   Optionally attach files along with the comment
7. 7
   Tap Save to post the comment

1. 1
   Open a lead and tap the Attachments tab
2. 2
   View all files attached to the selected lead
3. 3
   Review attachment details including the preview, file name, file size, user name, and upload time
4. 4
   Use the filter options to display All Attachments or My Attachments
5. 5
   Tap the + button to add a new attachment
6. 6
   Choose from Record Audio, Scan Document, Files, Photo Library, or Camera
7. 7
   Select or capture the required file and save it
8. 8
   To remove an attachment, tap Delete on the respective file

1. 1
   Open a lead and tap the Related Leads tab
2. 2
   View related leads automatically identified by the system
3. 3
   Review leads matched based on the same organization name or email domain
4. 4
   Browse the list of related lead records displayed on the screen
5. 5
   Tap any related lead to view its complete details

1. 1
   Open the required lead
2. 2
   Tap the More Options (⋮) button in the top-right corner
3. 3
   Select Save to Contacts
4. 4
   Review the contact information to be saved
5. 5
   Tap Save to add the lead to your phone contacts

1. 1
   Open the required lead
2. 2
   Tap the More Options (⋮) button in the top-right corner
3. 3
   Select Business Card
4. 4
   View the front and back images of the business card, if available
5. 5
   Tap Add to upload new business card images
6. 6
   Tap Edit to replace existing images
7. 7
   Tap Delete to remove unwanted business card images

1. 1
   Open the required lead
2. 2
   Tap the More Options (⋮) button in the top-right corner
3. 3
   Select Move Lead, Clone Lead, or Delete Lead
4. 4
   For Move Lead, select the destination list and confirm the action
5. 5
   For Clone Lead, review the pre-filled lead information and save the new lead
6. 6
   For Delete Lead, review the confirmation message and confirm the deletion

1. 1
   Open the required lead from the Lead Details screen
2. 2
   Tap the + button at the bottom-right corner of the screen
3. 3
   Select Check In / Check Out from the available options
4. 4
   Choose Check In to start a customer visit or meeting, or Check Out to complete it
5. 5
   Enter notes describing the visit purpose, meeting outcome, observations, or other relevant details
6. 6
   Optionally attach photos, documents, or other supporting files
7. 7
   Tap Save to record the entry

1. 1
   Open the Lists screen from the main navigation menu
2. 2
   View all available lists displayed in a card-based layout
3. 3
   Review list details including the list name, list owner, total leads, and scheduled follow-ups
4. 4
   Scroll through the screen to browse all available lists
5. 5
   Tap any list card to view its detailed information

1. 1
   Open the Lists screen
2. 2
   Tap the Search icon in the top-right corner -> Enter a list name to quickly find a specific list
3. 3
   Tap the Sort option to organize the list view
4. 4
   Select a sorting criteria such as List Name, Created Time, Modified Time, Created By, or Modified By
5. 5
   View the updated list order based on the selected sorting option
6. 6
   Tap the same sorting option again to switch between Ascending and Descending order

1. 1
   Open the Lists screen
2. 2
   Tap the required list card
3. 3
   View the complete details of the selected list
4. 4
   Review information such as the list name, owner, created by, created time, modified by, and modified time
5. 5
   Review the greeting communication settings configured for the list
6. 6
   Check the status of Greeting Email, Greeting SMS, and Greeting WhatsApp Message
7. 7
   Each greeting option displays its current status as Enabled (ON) or Disabled (OFF)

Create a new List

1. 1
   Open the Manage Lists screen
2. 2
   Tap on the Plus icon in the bottom-right corner
3. 3
   Enter the List Name
4. 4
   Select the List Owner
5. 5
   Tap Save to create the List

Edit a List

1. 1
   Open the required list
2. 2
   Tap the Edit (Pencil) icon in the top-right corner
3. 3
   Update the required list details and settings
4. 4
   Modify the list name, list owner, or greeting communication settings as needed
5. 5
   Tap Save to apply the changes



Delete a List

6. 1
   Open the required list
7. 2
   Tap the More Options (⋮) button in the top-right corner
8. 3
   Select Delete List
9. 4
   Review the confirmation message
10. 5
    Confirm the deletion to permanently remove the list

View Product Groups

1. 1
   Open the Product Groups screen from the Qualifiers section
2. 2
   View all available product groups displayed in a list
3. 3
   By default, product groups are sorted by Name and grouped alphabetically by the first letter



Create Product Groups

4. 1
   Tap the + button in the bottom-right corner
5. 2
   Enter one or more product group names
6. 3
   To create multiple product groups, separate the names using commas
7. 4
   Tap Save to create the product group(s)
8. 5
   The system automatically creates each product group as a separate entry



Search Product Groups

9. 1
   Tap the Search icon in the top-right corner
10. 2
    Enter a product group name to quickly find a specific entry



Sort Product Groups

11. 1
    Tap the Sort option
12. 2
    Select a sorting criteria such as Name, Created Time, Modified Time, Created By, or Modified By
13. 3
    The list updates based on the selected sorting option
14. 4
    Tap the selected sorting option again to switch between Ascending and Descending order
15. 5
    Entries are automatically grouped based on the selected sorting preference

View Customer Groups

1. 1
   Open the Customer Groups screen
2. 2
   View all customer groups available in the account
3. 3
   By default, customer groups are sorted by Name and grouped alphabetically by the first letter



Create Customer Groups

4. 1
   Tap the + button in the bottom-right corner
5. 2
   Enter one or more customer group names
6. 3
   To create multiple customer groups, separate the names using commas
7. 4
   Tap Save to create the customer group(s)
8. 5
   The system automatically creates each customer group as a separate entry



Search Customer Groups

9. 1
   Tap the Search icon in the top-right corner
10. 2
    Enter a customer group name to quickly find a specific entry



Sort Customer Groups

11. 1
    Tap the Sort option
12. 2
    Select a sorting criteria such as Name, Created Time, Modified Time, Created By, or Modified By
13. 3
    The list updates based on the selected sorting option
14. 4
    Tap the selected sorting option again to switch between Ascending and Descending order
15. 5
    Entries are automatically grouped based on the selected sorting preference

View Tags

1. 1
   Open the Tags screen
2. 2
   View all available tags in the account
3. 3
   By default, tags are sorted by Name and grouped alphabetically by the first letter



Create Tags

4. 1
   Tap the + button in the bottom-right corner
5. 2
   Enter one or more tag names
6. 3
   To create multiple tags, separate the names using commas
7. 4
   Tap Save to create the tag(s)
8. 5
   The system automatically creates each tag as a separate entry



Search Tags

9. 1
   Tap the Search icon in the top-right corner
10. 2
    Enter a tag name to quickly find a specific entry



Sort Tags

11. 1
    Tap the Sort option
12. 2
    Select a sorting criteria such as Name, Created Time, Modified Time, Created By, or Modified By
13. 3
    The list updates based on the selected sorting option
14. 4
    Tap the selected sorting option again to switch between Ascending and Descending order
15. 5
    Entries are automatically grouped based on the selected sorting preference

View Custom Fields

1. 1
   Open the Custom Fields screen
2. 2
   View all custom fields configured in the account
3. 3
   Use the Search and Sort options to quickly locate specific custom fields
4. 4
   Entries are automatically grouped based on the selected sorting preference



Create a Custom Field

5. 1
   Tap the + button in the bottom-right corner
6. 2
   Enter the Custom Field Name
7. 3
   Select the required field type: Text Field, Text Area, Date, or Dropdown
8. 4
   Enable or disable the Mandatory option as required
9. 5
   Select one or more lists in the Map to Lists option
10. 6
    Review the configuration details -> Tap Save to create the custom field
11. 7
    The custom field becomes available when adding or editing leads in the mapped lists

1. 1
   View the Last Sync timestamp displayed on the screen
2. 2
   Tap the sync option to initiate a manual synchronization
3. 3
   While synchronization is in progress, the option displays Syncing
4. 4
   Once completed, the Last Sync timestamp is updated automatically

1. →
   Click here to learn more about Managing Lists.

Manage Templates

1. 1
   Open the Manage Templates screen
2. 2
   Create and manage ready-to-use templates for WhatsApp, SMS, and Email Connect
3. 3
   Enter a template name and template content
4. 4
   Optionally attach files to the template
5. 5
   Enable the Share with Team option to make the template available to other team members
6. 6
   Save the template for future use in Connect campaigns



Hello Connect

7. 1
   Open the Hello Connect screen
8. 2
   Choose the preferred communication channel: WhatsApp, SMS, or Email
9. 3
   Select one of the predefined templates
10. 4
    Select the leads you want to connect with
11. 5
    Use the Lists filter to target specific groups of leads
12. 6
    Review the communication details and proceed with the campaign

1. 1
   Go to Integrations → to view and manage all integrations

1. 1
   Go to Hello Hub → Settings → My Profile
2. 2
   View or update your profile information grouped into:
   
   Basic Information: First Name, Last Name, Designation, Mobile, Telephone Direct, Telephone Office, Website.
   
   Address Information: Address Line 1, Address Line 2, City, State, Country, ZIP.
   
   Social Profiles: LinkedIn, Facebook, X, Instagram, Personal URL.
   
3. 3
   Tap the profile picture area to add or update your profile photo
4. 4
   Tap Save to update your profile

1. 1
   Go to Hello Hub → Settings → Change Password
2. 2
   Enter your current password
3. 3
   Tap Continue
4. 4
   If the current password is verified, an OTP is sent to your registered email address and mobile number
5. 5
   Enter the OTP
6. 6
   Enter your new password
7. 7
   Re-enter the new password for confirmation
8. 8
   Ensure the password meets the following requirements:
   
   • Contains at least 6 characters
   • Includes at least one letter
   • Includes at least one number
   
9. 9
   Tap Update Password

1. 1
   Go to Hello Hub → Settings → Business Card
2. 2
   View your business card information and profile completion percentage
3. 3
   Review any missing profile details highlighted on the screen
4. 4
   Tap Complete Profile to update your profile information
5. 5
   Add or update the required details to improve your profile completion
6. 6
   Tap Save to update your profile and business card information

1. 1
   Go to Hello Hub → Settings → HelloLeads Permissions
2. 2
   The app opens your iPhone's HelloLeads permission settings
3. 3
   Review the permissions available for the app
4. 4
   Manage permissions such as:
   
   • Location
   • Contacts
   • Calendar
   • Alarms
   • Background App Refresh
   • Mobile Data
   
5. 5
   Enable or disable permissions based on your preference

On-Time Follow-up Alarm

1. 1
   Go to Hello Hub → Settings → Follow-up Settings
2. 2
   Enable On-Time Follow-up Alarm
3. 3
   When enabled, your device triggers an alarm at the scheduled follow-up time



Apple Calendar Integration

4. 1
   Enable Apple Calendar Integration
5. 2
   Select the Apple Calendar you want to use
6. 3
   Choose a reminder preference
7. 4
   Select from:
   
   • None
   • 5 Minutes Before
   • 10 Minutes Before
   • 15 Minutes Before
   • 30 Minutes Before
   • 1 Hour Before
   • 2 Hours Before
   
8. 5
   Tap Save to apply the settings



Sync Unsynced Follow-ups

9. 1
   Open Unsynced Follow-ups
10. 2
    Review follow-ups that have not yet been added to Apple Calendar
11. 3
    Select the required follow-ups
12. 4
    Tap Sync to Apple Calendar

1. 1
   Go to Hello Hub → Settings → Appearance
2. 2
   Choose Light, Dark, or System (follows your iPhone's system setting)
3. 3
   The app updates immediately — no restart required

1. 1
   Go to Hello Hub → Settings → Language
2. 2
   The app opens your iPhone language settings for HelloLeads CRM
3. 3
   Select your preferred language
4. 4
   Return to HelloLeads CRM to continue using the selected language

1. 1
   Go to Hello Hub → Settings → Deal Currency
2. 2
   Select your preferred currency
3. 3
   Review the warning message displayed on the screen
4. 4
   Confirm the currency change
5. 5
   Update existing deal values if required to reflect the newly selected currency

1. 1
   Go to Hello Hub → Settings → Submit Feedback
2. 2
   Complete the support form
3. 3
   Enter the required information
4. 4
   Describe your suggestion, feedback, or issue
5. 5
   Tap Submit

1. 1
   Go to Hello Hub → Settings → Get Support via WhatsApp
2. 2
   WhatsApp opens automatically on your device
3. 3
   A chat window with the HelloLeads Support Team is displayed
4. 4
   Enter your query and send the message
5. 5
   Continue the conversation with the support team as needed

1. 1
   Go to Settings → Join Our Product Demo
2. 2
   Your browser opens the product demo registration page
3. 3
   Choose a convenient date and time for the demo
4. 4
   Complete the registration form with the required details
5. 5
   Submit the registration to reserve your demo session

1. 1
   Go to Hello Hub → Settings → Knowledge Base
2. 2
   Your browser opens the HelloLeads Knowledge Base
3. 3
   Browse available categories or use the search option to find specific topics
4. 4
   Open the desired article to view detailed information and guidance

1. 1
   Go to Hello Hub → Settings → About HelloLeads CRM
2. 2
   View information about HelloLeads CRM and the company
3. 3
   Access important documents and resources including:
   
   • Terms & Conditions
   • Privacy Policy
   • Data Security Information
   • Cancellation & Refund Policy
   • Learn More About Us
   • Acknowledgements
   
4. 4
   Tap any option to view the corresponding information in detail

1. 1
   Go to Hello Hub → Settings → Invite People
2. 2
   Copy your account-specific referral link
3. 3
   Share the referral link through WhatsApp, Email, SMS, or other communication channels
4. 4
   Recipients can use the shared link to learn more about HelloLeads CRM
5. 5
   New users can sign up using your referral link

1. 1
   Go to Hello Hub → Settings → Love HelloLeads CRM? Rate Us
2. 2
   The App Store review page opens automatically
3. 3
   Select your preferred rating
4. 4
   Optionally write a review about your experience with HelloLeads CRM
5. 5
   Submit your rating and review

1. 1
   Go to Hello Hub → Settings → Logout
2. 2
   A confirmation message is displayed
3. 3
   Tap Logout to confirm
4. 4
   You are signed out of the application and returned to the login screen

1. 1
   Go to Hello Hub → Settings → Delete Account
2. 2
   Review the account deletion information displayed on the screen
3. 3
   Understand that account deletion is permanent and cannot be undone
4. 4
   Tap Continue
5. 5
   Review the confirmation message
6. 6
   Confirm the deletion request
7. 7
   Your account and all associated data are permanently deleted

1. 1
   Go to Settings → Manage Your Team
2. 2
   View all users associated with your account
3. 3
   Each user is displayed in an individual card containing key user information
4. 4
   Use the role summary filters at the top of the screen to quickly view users by role
5. 5
   Select from:
   • All
   • Account Owner
   • Manager
   • L1 User
   • L2 User
   
6. 6
   Tap any role filter to display only users belonging to that role
7. 7
   Tap the Search icon in the top-right corner
8. 8
   Enter a user's name to quickly locate a specific team member
9. 9
   Tap the + Add User button in the bottom-right corner to create a new user account

View Team Member Details

1. 1
   Go to Settings → Manage Your Team
2. 2
   Tap the required user card
3. 3
   The user profile screen opens and displays:
   • Profile Picture
   • User Name
   • User Role
   • Email Address
   
4. 4
   Use the quick communication options to connect with the user via:
   • Call
   • WhatsApp
   • SMS
   • Email
   
5. 5
   Review the user's information grouped into the following sections
6. 6
   User Information
   • Organization Name
   • Designation
   • Sales Target
   • Mobile Number
   • Telephone Numbers
   • Created Time
   • Modified Time
   • Last Login Time
   
7. 7
   Address Information
   • Address Line 1
   • Address Line 2
   • City
   • State
   • Country
   • ZIP Code
   
8. 8
   Social Media Information
   • LinkedIn
   • X
   • Facebook
   • Instagram
   • Other Website Links
   

Create a User

1. 1
   Go to Settings → Manage Your Team
2. 2
   Tap the + Add User button
3. 3
   Enter the required information:
   • First Name
   • Last Name
   • Email Address
   • Mobile Number
   • User Role
   • Sales Target
   
4. 4
   Tap Save to create the user



Edit a User

5. 1
   Open the required user's profile screen
6. 2
   Tap the More (⋮) menu
7. 3
   Select Edit
8. 4
   Update the required information
9. 5
   Tap Save to apply the changes



Delete a User

10. 1
    Open the required user's profile screen
11. 2
    Tap the More (⋮) menu
12. 3
    Select Delete
13. 4
    Review the confirmation message
14. 5
    Tap Delete to permanently remove the user from the account

Select a Report Type

Select a Timeline

Select Users

Understand the Results

Understand Trend Indicators

Export Performance Reports

Why Use My Team Performance?

Select a Report Type

1. 1
   Choose the type of insight you want to analyze
2. 2
   Select one of the following report categories:
   
   Lead Stage - Analyze how leads are distributed across different stages of your sales pipeline
   • Examples: New Lead, Contacted, Qualified, Proposal Sent, Won, Lost
   
   Potential - Analyze leads based on their sales potential
   • Examples: High, Medium, Low, Not Relevant
   
   Product Group - Understand which products or services generate the most opportunities and customer interest
   
   Customer Group - Measure lead distribution using business-specific tags.
   • Examples: Retail Customers, Dealers, Distributors, Corporate Customers
   
   Tag - Measure lead distribution using business-specific tags.
   • Examples: Hot Lead, Referral, VIP Customer, Repeat Customer
   
   Lead Source - Understand where your leads originate
   • Examples: Website, Facebook, API Integration, Phone Contacst
   



Apply Filters

3. 1
   Refine your analysis using the available filters
4. 2
   Lead Captured Timeline
   
   Select the period you want to analyze:
   • Today, Yesterday
   • This Week, Last Week
   • This Month, Last Month
   • This Year, Last Year
   • Lifetime
   • Custom Date Range
   
5. 3
   Assigned To
   Select the users whose data you want to analyze: Individual User / Multiple Users / All Users
   
6. 4
   Lead Stages
   Choose which lead stages to include: Single Stage / Multiple Stages / All Stages
   
7. 5
   Lists
   Choose the lists you want to analyze: Single List / Multiple Lists / All Lists
   



Understand the Results

8. 1
   Review the generated results based on the selected report type and filters
9. 2
   View Mode
   Choose how you want to visualize the information:
   
   Chart View
   Displays data using a horizontal bar chart for quick visual comparison between categories.
   
   Table View
   Displays data in a tabular format showing category names and metric values for detailed analysis.
10. 3
    Metric Selection
    Choose the business metric to measure:
    
    Lead Count
    Measures the number of leads within each category.
    
    Deal Size
    Measures the total value of opportunities associated with each category.



Export Insights

11. 1
    Apply the required filters
12. 2
    Select the desired report type
13. 3
    Choose the preferred view mode and metric
14. 4
    Review the generated results
15. 5
    Tap Export - The report is generated and exported for sharing or further analysis



Why Use Sales Insights?

16. →
    Identify top-performing products, customer segments, and lead sources
17. →
    Monitor lead distribution across the sales pipeline
18. →
    Measure user and team contribution to business growth
19. →
    Make data-driven sales and business decisions