Add the Lead Source Coverage Widget to the Opportunity Page
Watch the video and follow the steps below:
- Go to any Opportunity record and click on Setup on the top right to Edit Page.
- Drag the Kudoz Lead Source Coverage Widget below the Opportunity Score Widget.
- Save, and Activate (Assign as App Default --> Kudoz).
- Save, and click on the back link on the top right.
Lead Source Coverage Widget
The Lead Source Coverage Widget will give you a holistic view of lead sources across the Account of an opportunity.
🕵🏼♂️
Detect Opportunities
Instantly diagnoses data gaps.
✔️
Fix Issues
With a few clicks, your team can claim missing Salesforce credit.
Gauge any issues before it's too late
Real-time transparency into your Data Quality issues so you can avoid the month-end scramble to report accurately.
Keeping your vital signs within eyeshot
Get a pulse if you have maximized the potential credit for every Opportunity.
Accelerating productivity
Do more in less time.
