Leads List View
Sarah
Last Update منذ شهر واحد
Overview: The Leads List View provides a detailed table of all leads in your system. Sales reps can quickly see key details like lead status, contact info, and estimated property value. It’s used for managing and tracking leads.
Used by: Sales reps/agents, team members
Key Features / Capabilities
Sort Leads: Sort by name, status, deal stage, or date added
Filter Leads: Use filters for tags, lead type, status, etc.
Quick Actions: View, Contact, or add notes for each lead
Nurturing Info: View active nurturing campaigns for each lead
Tagging: Add and view tags for quick categorization
Step-by-Step Instructions
How to View and Manage Leads:
1. Navigate to the Leads section.
2. Use the filters to narrow down your leads by stage, tag, etc.
3. Click View on any lead to open its detailed info.
5. Click the "Edit" button to update lead info, or use quick actions (e.g., Call, Email).
Tips & Best Practices
Use saved filters to streamline access to common lead segments.
Regularly tag leads for quick follow-up and categorization.
Use this view in conjunction with the Pipeline for a holistic view of your lead management.
Keep your list organized by tagging or creating custom filters for fast access.