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1 = Use this button to refresh your analyzer to view any new data.
2 = You can change the view from here. You can select from Card View, Mini Card View and List View
3 = This is the ratings for your captured leads. You can view the no. of leads for each rating and also filter the view by selecting any specific rating type.
4 = Here you can view the total no. of leads, deals and revenue for your analyzer.
5 = You can select and switch between your analyzers from this dropdown.
6 = You can select any specific lead owner from this dropdown menu. Or just select “All Owners” to view leads from all owners in the analyzer.
Taking Actions
You can take actions on the leads in your analyzer by clicking on the 3 dots at bottom right corner of the lead details card:
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This will pop-up a menu containing different actions that can be applied to the leads:
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Creating Deals from Lead Analyzer
Any deals created from within the Analyzer will contribute towards the revenue calculation for that particular Analyzer.
Deals can be created from the Actions menu as shown above or you can also drag the details card to reveal the Create Deal option at the bottom of the Analyzer page as shown here:
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Archiving Leads
You can also Archive a lead by dropping it into the Archive section.
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