Give them the temporary password yourself. They’ll be asked to choose their own the first time they sign in.
Grouped by problem, most important first. Select a name to see the record.
Leads are contacts plus opportunities: contacts created this week with a Lead Type or Lead Status, and every opportunity created this week, matched on contact. Every lead should end up with an opportunity. Select a row for the full record.
Best source for each lead, grouped into a standard channel.
The opportunity’s assigned user.
How each raw source value was grouped. Values that land in “Other” may need a new rule or a cleaner source.
Created this week with no Lead Type, Lead Status or opportunity: usually spam, wrong numbers and sales calls. Check any that have a source; they may be real leads.
Leads that came in during this period, by source, and how far they’ve gotten.
Every open opportunity right now, whenever it came in.
Recent periods are still converting, so their surgery counts will grow.