Would you like to see how the Lead-by-Stage Funnel tracks lead progress across each stage?
Would you like to see how the Lead-by-Stage Funnel tracks lead progress across each stage? |
The Lead-by-Stage Funnel breaks down the lead pipeline into clear stages — Leads, KYC Under Verification, KYC on Hold, KYC Rejected, and Ready to Trade — each with its own live count. Clicking into any stage opens a detailed, searchable list with a date-range filter and an Export option, so Authorised Persons can track exactly where each lead stands, identify bottlenecks (like leads stuck in KYC on Hold), and take timely action to move them forward in the funnel. See it in action: Watch a quick walkthrough of this feature below. Track Every Lead, Stage by Stage See exactly where each lead stands and spot bottlenecks before they slow down your pipeline. Have a Question? Email Us: partnerdesk@jainam.in || Call Us: 0261-6725528 |