Overview
The Leads List contains all actual leads, their names, contact information, and statuses.
To access the submodule, navigate to Leads → Leads List.
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.
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.
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.
Leads Priority
The No column contains icons of the priorities of these Leads.
Available values:
- No color - Regular;
- Yellow color - Priority;
- Red color - Emergency.
To change the current priority, go to the profile of this Lead and set the required priority in the drop-down list on the right side of the screen.
Current Status
In the Current Status column there is a drop-down list for selecting the required Lead status.
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.