How to use the lead management feature on the dashboard

Lead Management has never been easier than this. Now you can track all inbound calls, website form fill-ups and live chat interactions potential leads have with your business — all in one place.

Features you’d like …

• EASY TO USE INTERFACEBe it a call, form fill up or live chat, our lead management system tracks’em and consolidates lead data into one easy to use interface.
• SHARE AND ASSIGN LEADS WITH THE RIGHT PEOPLEFollow up on leads while they’re hot by sharing them with the right people via email.
• UNIVERSAL LEAD SEARCHWhether its a name, email, number, even a specific date or anything you remember – our system searches it all and provides results in a flash.
• TAG AND ADD NOTES TO YOUR LEADSSimply put, you can save leads for future reference or even for follow up by tagging them and adding notes. You can also search leads by tags.

How to use this feature?

1. Login to your dashboard

2. Your project management dashboard should look similar to this.

3. To go to the lead management section, just click on “Lead Management” under Lead Tracking in the left navigation or click “View All Report” under the “Lead Tracking” section.

4. Once you land on this section, you will see a list of all leads (including calls, form fill-ups and live chats) sorted by date. In the right section, you will notice a pie chart with a search box.

5. You can filter leads by calls, forms or live chats by clicking on the respective links at the top.

6. To forward a lead, just click on the “Share” button, enter the email address, your comment and press Share.

7. Similarly, you can add tags and notes to a lead for reference.

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