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Leads that became first appointment: About the widget

Permission needed:
All users
Available with Product:
Marketing Automation

This Report centre widget shows the number of booked 'First appointment' meetings with companies that were not yet customers (Journey status) and that submitted a form in the 31 days before the appointment was booked.

Each appointment is counted on the date it was booked (registered in Upsales). Only appointments whose appointment type is marked as a first appointment are counted.

The widget requires the Marketing Automation add-on.

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