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VertexGrid

Overview

New leads — this period vs previous

Funnel by stage

Action needed

Results
NameEmailRoleActiveSee allImportExport
NameAuto assignmentThresholdCurrent open
Events
TimeUserActionDetailPage

Event & commercial

Dropdown lists

Add an option to any list. Existing values below.

Bulk import

Upload xlsx / xls / csv. Any column order — headers are auto-mapped, values sniffed, duplicates scored. Nothing is written until you confirm.

Drag a card to move its stage. Up to 25 leads per column.
BoothHall / ZoneTypeAreaStatusHeld / Booked by
Bookings & payments
CompanySpaceAgreed valuePaidBalancePayment stageNext due
Conversion = Won ÷ total in group.

Funnel by stage

Conversion by source

Conversion by category

By agent

Lost reasons

Competitor mentions

Lead
Active

Lead details

Status & activity

Active