Leads

This template displays the total number of new contacts created within a specific date range.

To begin, click the “+” icon on the dashboard and type “leads” into the search bar. Then click the “Leads” template.

There are four options available to you for the chart type. I’ll select the Area chart type.

If you check the Show Total Number box, it will show you the total number of contacts over the date range in the top right-hand side of the graph.

Navigate over the to the “Options” tab. Here is where you will set the date range you wish to see in the graph. I’ll choose Month to Date and select Days as my interval.

For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report.

Once you have your everything set, click “Save Preferences” on This Widget.

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