Leads - Dashboard

The Leads Dashboard offers a comprehensive overview of your lead management activities. It provides key metrics and visual insights to help you track and evaluate the status of your leads effectively.

Key Features:

• Summary Metrics (Navigation Tiles): Quickly view the number of leads in each key category:

  • Waiting for Follow-Up: Leads that require follow-up (lead status with the Follow Up function).

  • Won this month: Leads successfully converted into customers or opportunities.

  • Scheduled: Leads with planned follow-up actions.

• Graphical Insights: Visualize your performance with a graph comparing Won vs Lost leads, helping you analyse conversion rates and identify improvement areas.

• Quick Navigation:

  • Create a New Lead: Start a new lead by clicking the +New Lead button.

  • Search for Leads:

    • Use the Search button to navigate to the Leads search page.

    • Use the Navigation Tiles to quickly find leads in the related function.

  • View the Calendar: Access the calendar to review scheduled follow-ups and appointments.

Open

1. + New Lead: Start a new lead.

2. Navigation Tiles: Summary of number of leads in different functions.

3. Search: Click to go to Leads search page.

4. Calendar: Click to go to the calendar.

5. Graph: Shows Won vs Lost leads.