Lead Overview – Your Command Center for Engagement

Meet the Lead Overview, your all-in-one dashboard for managing every interaction with a potential client. From sending questionnaires and proposals to scheduling meetings and tracking communication, this tool is designed to make lead engagement smooth, organized, and highly effective. Think of it as your personal assistant—keeping all lead-related tasks in one place, so you never miss a beat.

No more scattered emails, forgotten follow-ups, or lost documents—everything you need to nurture and convert leads is right here.

Explore the Lead Profile

Click on any lead to access their detailed overview. Here, you get a complete snapshot of interactions, project details, and ongoing activities.

Update Lead Details

Modify lead information anytime:

1. Click Edit on the lead profile.

2. Update lead information and project details as required.
3. Click Save to instantly apply your changes.

Gather Insights with Questionnaires

Understand your leads better:

• Send targeted questionnaires to capture preferences and requirements.

• Access the Template Center to create or reuse professional templates.

Craft and Send Proposals

Win your leads with clarity and impact:

• Draft visually appealing and persuasive proposals.

• Use templates for consistency and efficiency.

Schedule Meetings & Events

Keep your calendar in check:

• Click Event to plan meetings, demos, or follow-ups.

• Stay organized and track all client interactions seamlessly.

Manage Communication

Streamline your messages:

• Send emails directly from the lead overview.

• All communication is logged automatically for easy tracking.

 Track Calls Efficiently

Stay on top of conversations:

• Record every call and interaction.

• Monitor lead engagement with detailed call history.

 Upload & Organize Files

Keep documents handy:

• Upload contracts, reference files, or project documents.

• Everything is linked to the lead profile for easy access.

Capture Notes

Document important insights:

• Store discussions, decisions, and follow-up tasks.

• Access notes anytime directly from the lead profile.

Pro Tip: Treat the Lead Overview as your engagement hub—update regularly, track every interaction, and leverage the features to turn prospects into satisfied clients.