Leads

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List

Lists the names of any leads you input into it, way of storing leads in a structured format.

Leads list has limited information in the list itself with company name, contact, owner, date and status. However, when you click the lead contact name it brings up a lot of information that can be entered to create a profile.

Status shows the lead at a certain stage, easily distinguishing leads in progress, lost or won.

Various filters allow for easy searching of mass leads.

Leads can also be imported using an excel file format.

Kanban

Kanban lists the leads in structured columns related to the status of each one.

Each lead listed has a small amount of information including source, owner and name of lead.

Can click lead name for more details.

The more statuses, the more headings there is.

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Furness House, 10 The crofts. Rotherham S60 2DJ

Last document review date: 15^th April 2024.

For full information of defined terms please refer to the Defined Terms document or contact us.