Managing Leads

The leads dashboard displays your leads details and pipeline information.. You can then personalise the lead settings manage additional quotes or quote revisions from within the lead. Click on the lead widgets to display the corresponding Current Leads, Hot Leads, Quotes Submitted and Pipeline Value. The Pipeline Insights will display current financials status of your leads. The Lead Pipeline lets you search for and display your leads based on Status, Category or Stage. You can update your lead Category, Stage and Probability directly from the pipeline.

You can customise the Lead Pipeline by clicking on the Columns button in the footer to show or hide columns as required.  Select the required columns and click Done to apply.  Reset Columns resets the client list back to defaults. Clicking off the popup menu will cancel.

Leads can also be viewed and moved through your stages in a Kanban view by clicking Board View.  Drag and drop your leads between stages to update.

To manage or review a leads details, click the Lead No from the lead dashboard to display the lead details page.

The lead details screen displays all lead information and management tools in the following:

Quick Actions Menu

• Edit Lead - Update the lead category, stage, probability and close date as the sales cycle evolves.
• Add Quote - Create and issue the quote/proposal for the lead. Accepted quotes will create a project with the lead and quote details automatically.
• Mark As Won - Marks the lead as won and prompts to create a project.  If a quote has been added to the lead, it will convert the quote to the project.
• Mark As Lost - Marks the lead as lost.  Useful for reporting purposes.

Lead Detail Tabs

• Quotes - Displays the quote details if one has been added to the lead.
• Activity -  Track lead activities which are any interactions with the client such as emails and phone calls 
• Notes - Record time and user stamped notes with lead specific information.
• Files - Save relevant files against the lead.
• Email History - Forward or CC emails related to the lead so they are logged in the lead history. The email format is <tennantid>@workguru.email with the lead number in the subject line.
• Quote Email History - If you have emailed any of the quotes managed by the lead directly to the client, these will be logged here.

The lead also provides some administrative actions:

• Back to Lead Tracker - Return to the lead dashboard.
• Copy Lead - Create a new lead using the current lead details as a template.
• Print - Print the lead using available custom lead document templates.
• Email to Owner - Email the lead owner using the lead email template.