Live Chat Software by Kayako |
Viewing and Managing Leads
Posted by on 03 March 2016 03:29 PM
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While in the Leads section of your admin panel, you can access your leads from either the Overview tab or the List of Leads Tab. This following will cover leads submitted through your standard lead capture forms. Form 1003 specific leads can be viewed under the Form 1003 Tab which you can read more about here.
From the Overview tab you can access leads that are from a specific form on your website. Click the green View button
List of LeadsFrom the List of Leads tab, you have access to view, delete, add, assign, email, and export your leads. New leads appear in green and will have the
Viewing LeadsTo view lead information, you can click the green View button
Deleting LeadsTo delete a single lead, you can click on the Delete button
Assigning LeadsYou can assign leads by clicking the check boxes next to the leads you wish to assign, and clicking the Assign Leads button above the list of leads. You can also View a lead and click Assign Lead(s) while viewing the lead. After clicking the Assign Lead(s) button the selected leads will be listed. If you need to remove a lead from the list of leads to be assigned, click the red X next to that lead. To assign the leads, select the staff member you wish to assign the leads to from the drop down list, and click the green Assign button.
Emailing a LeadYou can quickly send an email to your leads by clicking the blue Email button
Adding a LeadYou can add a lead by clicking the Add Lead button. This will allow you to complete the Quick Quote from the admin panel.
Exporting LeadsYour list of leads can be exported in a few different formats including Excel, PDF, Text, CSV, and HTML. First, select the fields you wish to export from the drop down list next to the Export All button.
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