Viewing Leads
To view leads that have already been added, click the “View Leads” link in the side navigation.
At the top of the page there is a search box where you are able to search leads.
There are five different ways to search.
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Company names starting with letter “A”, “B”, etc.
- Lead intensity (This is set in edit leads) See “Edit Lead” for more information.
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Call back. (This is set in the edit leads). See “Edit Lead” for more information.
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Discontinued leads. These are leads that have been removed.
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Added Between. There is a drop down for a start date and end date, as well as whom it was added by. This is useful, for example, a sales rep; to see how many leads he is entered in a month or a year.
When you have selected your search options, click the “Search” button.
If you do not select a search option, by default, leads that have been added in the last 48 hours will be displayed.
There are five columns that are displayed for each lead: Client name, Intensity, Call Back Date, Updated Date, and Update By. To view more information about the lead, click the “Edit” link.
