The lead dashboard is where you can manage your active leads. Your lead pipeline will be visually displayed by Category and Owner.
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.