The Lead List screen provides a centralized view of all leads and allows users to monitor, search, and manage lead information. Leads are displayed in a structured list with their contact, company, sales team, and ownership details.
Lead List
The Lead List displays the following information:
- S.No – Displays the sequential number of the lead.
- Name – Displays the name of the lead.
- Job Title – Displays the lead’s job title or department.
- Company – Displays the company associated with the lead.
- Email – Displays the lead’s email address.
- Mobile – Displays the lead’s contact number.
- Team – Displays the sales team assigned to the lead.
- Owner – Displays the user responsible for managing the lead.
Lead Status Categories
The left panel provides lead status categories for viewing leads based on their current stage.
- New – Displays newly created leads.
- Contacted – Displays leads that have been contacted.
- Interested – Displays leads who have shown interest.
- Under Review – Displays leads that are currently being evaluated.
- Demo – Displays leads associated with a product or service demonstration.
- Unqualified – Displays leads that are not currently qualified for further sales activity.
The number displayed beside each status indicates the number of leads currently available in that category.
Adding a New Lead
Click Add New Lead to open the lead creation screen and enter the required lead information.
Searching Leads
Use the Search field to quickly locate a specific lead. Enter relevant information such as the lead name, company, email, mobile number, team, or owner. The lead list is filtered based on the entered search criteria.
Viewing Lead Records
The lead list allows users to review lead information at a glance. Selecting the relevant lead record provides access to its associated information for further management.
Sorting Lead Information
The sorting options available in the column headers can be used to organize the lead list based on the corresponding field, such as Name, Job Title, Company, Email, Mobile, Team, or Owner.
Managing Lead Records
Users can monitor lead ownership, contact details, company information, and current lead status from the Lead List. This helps the sales team maintain accurate lead records and track leads throughout the sales process.
Pagination and Display
The Show entries option allows users to select the number of lead records displayed on the screen. The pagination controls at the bottom of the list allow users to navigate between available pages of lead records.