By utilizing Follow Up Boss to monitor your deals, you can establish links between lead sources and completed transactions. This feature aids in managing your workflow, identifying the sources of your deals, and most significantly, providing precise reports.
Pipelines are designed to organize the type of lead, such as buyers and sellers, for reporting.
Stages refer to the different deal phases such as buyer contract, offer, pending, and closed.
Navigate to Deal Reporting for detailed reports.
View the desired deals by filtering to the deal type (current, archived, or all) and user (everyone, team, or user).
Note: This setting can be accessed by account owners.