Lead funnel

Live counts, this year to date. A tile opens its report, where the rows behind the number live.

Lead sources

Add a lead

Nothing is sent to the lead from here.

Leads that may be past clients

PURE matched these leads to a person in Contacts or on a Transaction, but it is not sure enough to link them alone. Check each one. Linking a lead lets PURE follow it to the sale and pay its source the right way.

Lead desk

Leads with no clear owner wait here for the lead desk.

Leads from email

Nothing is emailed to the lead from here.