You can find the leads via the live search, on the client's profile or by navigating to the leads list or the leads map.

Leads list includes all the current leads waiting for estimation in a list form.



The Leads list is divided into 2 sections: “Leads Assigned to Me” (the leads assigned to the estimator) and “Opportunity Awaits” (the leads that are unassigned or assigned to other estimators).

Next to all the leads, there are 3 icons serving different purposes.



If you click on the “Eye” icon, a pop-up window will appear containing the lead’s details where you can edit the lead information.

If you click on the “Pencil” icon, you will be directed to the client’s profile with all the lead details where you can make changes or add new details the same way as in the pop-up window.

If you click on the “Leaf” icon, you will be forwarded to the “Create an Estimate” page where you can start the estimation.

If you click on the “Location” icon in the top right corner, you will be directed to the “Leads Map".

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