1. Home
  2. Docs
  3. Admin Settings
  4. Lead Dashboard

Lead Dashboard

The lead dashboard gives you an overview of all leads that flow
through the system.
You can:

  • Easily export leads based on date range
  • View where in the sales process that lead is (ie “in progress”)

View a detailed account of the lead history including:

  • The lead contact details and initial enquiry
  • Routing history (who was given a chance to accept the lead)
  • Comments submitted by the agent that accepted the lead


Was this article helpful to you? Yes No

How can we help?