Your company's Funnel page can be customized to meet your workflow needs.
Go to Settings > Funnel. There you can customize lead options, lead sources, and leads from assets.
You can set the optimum number of leads for your company, the percent confidence for new client leads, and the percent confidence for repeating client leads.
To customize Lead Sources, fill in the blank field with the name of the lead source, and click Add New. You can adjust the order in which they appear by clicking and dragging the Lead Source up or down.
Lead from Assets
If you are using asset tracking, you can turn on leads from assets so that leads will automatically be created from assets that are approaching EOW or EOL. You can select how many days before EOW/EOL to create the lead, you can turn on auto-created tasks for each new lead, and you can assign which rep to have automatically assigned to those tasks.
We hope this helps! Please reach out to us in support chat if you have any questions 🙂