Organisations / Leads
In our business an organisation is the lead and in some instances the organisation can have many contacts that we speak to.
We need to see at a glance what our sales pipeline is like and therefore need to attach a status to them as to where they are in the sales process for example.....
New Lead / Active (opened) / Hot Prospect (interested received information requested rates) / Set Up (received information and is asking buying questions and ready to close) / Client / Dead
We need to see how many of the organisations on insightly are in each of the statuses above at a glance (this would be good as a header that is static through insightly or an alternative) may be you have a way in which we can do this.
Can someone please help as we need to drill down and analyse where we are.