How to View Existing Leads?
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Upon successful login, you land on the Campaigns dashboard.
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Navigate to the left-hand menu.
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From this menu, click the
icon. Doing so takes you to the Leads section.
Figure 54 Leads
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Here, all the leads that you have created are listed.
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Information is tabulated via a number of columns that include Status, Name, Assigned To, phone Number, Company, Source, and Actions.
Figure 55 Leads
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If you are logged in with a company account, the leads for your company are displayed to you.
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However, the users logged in with an agency account can view leads for all companies as well as utilize the Company filter to view leads for a specific company.
Figure 56 Company Filter
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You can also filter the displayed leads on the basis of status using the Status filter.
Figure 57 Status Filter
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You can also view leads within a specified date range. Use the date range filter next to the Status filter to define a date range in which you want to view the leads.
Figure 58 Date Range Filter
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To search for a specific lead, enter the lead name in the Search box at the top-right corner of the screen.
Figure 59 Search Box
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To create a new lead, click the
icon next to the search box.
Figure 60 Create Lead
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To view the lead timeline, click the
icon from that lead’s row.
Figure 61 Lead Timeline
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Here, the basic details for the lead are displayed in the left-hand panel whereas the timeline is displayed on the right-hand side.
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You can also send an email, edit, and call the selected lead from the respective action buttons displayed under their name.
Figure 62 Mail, Edit, and Call Buttons
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Clicking a lead also displays a quick preview of the selected lead timeline along with the same action buttons for mailing, calling, sending a text message, and editing.
Figure 63 Quick Preview