On the Leads page accessed from the main menu:
- Use the Create Lead action to submit a new lead. Select the Lead Template to start the creation.
- View and search for your leads in a Card View or a Table View.
Leads Card View
On the Card View, use the filters on the left to narrow down the leads you are interested in..
Sorting options on the top of the page include an option to sort by Expiring First, that is sorted on Expiration Date on the Lead. Use this sort option to act on leads that are expiring soon.
Each lead is presented in a card format with badges for:
- Lead Stage - e.g. Pending, Accepted, Closed-Converted
- Expiration - days until expiration or hours until expiration (if the expiration is within the day)
Leads Table View
On the Table View, build more filters and advanced sorting options, and save your views for fast access to the top leads.