I produce a weekly sales report which tracks leads sources through our pipeline. I have to manually find all the data. Is there a way to streamline this please? How do you run your reports to see which lead sources are working and which are not?
I would use tags inside the sequences, then do a saved search on those people with those tags. You can then use a Custom Statistics Widget to put those numbers on your dashboard.
That sounds interesting - how do I find out more about how to do this please?