Managing Your Leads

Created by Emily A, Modified on Tue, 23 Sep at 7:49 PM by Emily A

Lead Management – Your Client Engagement Hub

Managing leads effectively is the lifeblood of a thriving business. The Leads section empowers your team to organize, track, and act on potential clients seamlessly. With features like Active, Snoozed, Archived, Won, and Lost, you can monitor the full journey of each lead and ensure nothing falls through the cracks.

No more messy spreadsheets or missed opportunities—every lead is visible, actionable, and ready for follow-up.

What You Can Do Here

View All Leads
By default, only Active Leads are displayed. Each lead is presented in a clean, structured layout, giving you instant insight into its status. You can also search or filter to locate specific leads quickly.

Lead Details at a Glance

Lead Name: Displays the name of the lead.
Stage: Track the lead’s progress—New, Connected, Followed-up, Meeting Scheduled, Proposal Sent. Easily adjust using the stage dropdown.
Project Type: The type of project associated with the lead.
Project Area: Location or area relevant to the project.
Lead Source: How the lead was generated (e.g., referral, website, event).
Assigned: The team member managing this lead.
Lead Created: The date the lead was added.

Actions You Can Perform

Edit Lead
Click Edit to modify lead information. Update details easily, and changes appear instantly in the Lead Master Grid.

Snooze Lead
Temporarily pause a lead without losing track:

Click Snooze.
Enter a reason and specify the snooze duration.
Confirm by clicking Yes.The lead moves from Active to the Snoozed list.

Archive Lead
Move old or inactive leads out of your active workflow:

Click Archive.
Provide a reason.
Confirm by clicking Yes.
The lead will appear in the Archived list.

Working with Special Lead Lists

Snoozed Leads

Make Active: Reactivate a snoozed lead. Enter a reason and it returns to Active.
Edit: Update lead information.
Archive: Move to Archived if necessary.

Archived Leads

Undo: Restore archived leads to Active.
Edit: Update lead details directly from Archived.

Won Leads
View all successfully converted leads.

Lost Leads
View all leads that did not convert.

Filters for Precision Lead Management

Project Type
Select a project type from the dropdown and click Apply to update the table.

Lead Stage
Choose a stage and click Apply to filter leads accordingly.

Lead Source
Pick the lead source and click Apply to see relevant leads.

Assignee
Select a team member to view only their assigned leads, then click Apply.

Lead Created On
Set a date range and click Apply to filter leads based on creation date.

Pro Tip: Use filters strategically to focus on leads that need immediate attention and keep your pipeline moving smoothly.