Tracking the amount of touchpoints it takes to get customers to travel down the sales funnel

I'm looking for a way to track how many touchpoints it's taking to get clients from prospect to qualify. 

Is there a way to track the "task related to" data? When I input a task it's nice because that data shows up. When I run a report, that data isn't included I can't see where they moved down the funnel or what caused them to make the jump. 






1 comment
  • Hello Randi,

    This feature is currently not available within Insightly. If you like to see an update to this feature in a future update to Insightly. I suggest posting a request to our Ideas & Suggestions page, which is monitored by our Product and Engineering teams. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.

    Thanks for the understanding! Please know that we love using ideas submitted by our customers to improve Insightly.

    Comment actions Permalink

Please sign in to leave a comment.