Overview
Build reusable filtered lead analyses and compare volume, status, source, and conversion performance.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Open Lead Analysis and select a date period before comparing metrics.
- Combine supported field, attribution, status, assignee, city, and source filters.
- Save useful analyses as shared widgets, arrange them, and open the matching lead list to validate the result.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.