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.