Settings and activity

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1. Reporting on Pipeline Generation

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   2 comments  ·  Reporting » Dashboard  ·  Delete…  ·  Admin →
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   Eugenia Brown commented  ·  May 30, 2025  ·  Edit…  ·  Delete…

   Ability to not only report on Form Submissions and Meetings Booked but also on opportunities created as a result of it and opportunities closed won

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2. Outreach integration for Concierge

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   3 comments  ·  Admin  ·  Delete…  ·  Admin →
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   Eugenia Brown supported this idea  ·  Jun 13, 2025
   Eugenia Brown shared this idea  ·  Aug 14, 2024