Skip to main content
Early accessBeta, invite only since 1 Nov 2026. A person reads every application.Apply for an invite
Demystify OS

Skill in Demystify Skills Hub

Lead source report

A report of which sources brought leads and which turned into deals.

Provisioned on requestR0 Reads and reports. On request, as of 4 Nov 2026.

A report of which sources brought leads and which turned into deals. This skill is in the Sales and CRM category at risk tier R0, reads and reports. It is designed only to read and report, so it has no approval step. It is on request as of 4 Nov 2026, with no measured run yet.

How it works

The steps

  1. 1

    Read the leads and deals.

  2. 2

    Group them by source.

  3. 3

    Write the report with the clearest differences first.

Detail

What it needs and where it stops

What it needs from you
  • Lead and deal records
What it needs connected
  • CRM export file
Risk tier R0: Reads and reports
Designed to read your records and tell you, and to change nothing. These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.
Status and what is not claimed
It is on request as of 4 Nov 2026: a catalogue entry we set up with you. No run of it has been measured yet, and nothing here claims it installs, syncs or streams on its own today.

Want this set up?

Apply for the invite-only beta. A person reads every application.

Apply for the beta