1. Introduction
The Leads List contains all actual leads, their names, contact information, and statuses.
To access the submodule, navigate to Leads → Leads List.
2. Slider
Move the slider (as it shown on the screenshot above) from the bottom to the right to see the following columns: Current Status, Postpone date (if any), and Action sections.
3. Current Status
Set the required status for the lead in the Current Status column. By clicking on an existing status, the drop-down menu appears with a list of available statuses.
4. Action column
The Action column contains two active buttons represented by Eye and Leaf:
- The Eye icon allows access to the lead's profile. A pop-up window opens containing the lead’s details, where the user can edit the lead information or schedule an appointment;
- the Leaf icon lets users create an estimate for the lead. By clicking it, the user will be forwarded to the Create an Estimate page, where the user can start the estimation.
Click the New, Draft, Appointment button in the top right corner to open the drop-down statuses list. It allows filtering leads by status. Choose the All or any other available option to filter information on it.
5. Leads Status sorting
The blue button in the upper right corner of the screen is used to sort leads by status. Please select all of them at once by clicking the All option, or choose a specific status.
The Leads Status section provides an overview of the number of leads with a certain status. Statuses can be changed later, including on the Leads Map.
Clicking on the Location icon in the top right corner will redirect the user to the Leads Map. Check this topic for more info.