The lead dashboard is where you can manage you active leads.   You can view the leads broken down by:

  • Current, Won, Lost, All
  • Lead Category
  • Stage

And you can search leads by:

  • Lead No
  • Name
  • Client
  • Owner



You can also add a new lead using the Add a New Lead button in the top right corner


Fill out the fields with the relevant lead data and then save.