Lead Module Dashboard Guide

The Lead Module Dashboard in folloUP CRM provides a streamlined view for managing and organizing your leads. Each element in the dashboard is designed to offer quick access to lead information and to facilitate actions on individual leads. Here’s a breakdown of the dashboard components:

1. New Lead Button:

   • Use this button to manually add a new lead to the system. Clicking it will open a form where you can enter details like name, company, email, and other relevant information about the new lead.

2. Import Leads Button:

   • This option allows you to import leads in bulk from external files (e.g., CSV). It’s helpful when you need to add multiple leads to the CRM at once, saving time on manual entry.

3. List and Grid View Icons:

   • These icons toggle between list and grid views of your leads. The list view is typically used to see more details at a glance, while the grid view provides a visual, card-based display of each lead.

4. Filters:

   • This feature (located as a funnel icon) enables you to apply specific filters, allowing you to sort leads based on various criteria (e.g., status, assigned team member). Filtering helps in focusing on particular groups of leads.

5. Entries Dropdown:

   • This dropdown lets you choose the number of leads displayed per page (e.g., 25, 50, or 100). Adjusting the number of entries visible on a single page can make navigation easier.

6. Export Button:

   • Use this to export lead data. This is particularly useful for sharing lead information externally or for analysis outside the CRM.

7. Bulk Actions:

   • This feature allows you to perform actions on multiple leads at once, such as updating their status, assigning them to a team member, or deleting them. Select the leads using checkboxes on the left before choosing an action.

8. Search Bar:

   • This bar enables quick searches based on keywords (like name or email). It helps in finding specific leads within large datasets.

Lead Table Columns

Each lead is displayed in a tabular format with the following columns:

1. # (Serial Number):

   • This column shows the serial number or order of the lead in the list.

2. Name:

   • Displays the lead’s name. Clicking on the name allows you to view more details or edit the lead’s information.

3. Company:

   • Shows the name of the company the lead is associated with. This is helpful for identifying business leads linked to specific organizations.

4. Email:

   • Displays the email address of the lead. This can be useful for quick reference and direct email outreach.

5. Phone:

   • Lists the contact number of the lead if it’s available, facilitating quick communication.

6. Value:

   • Represents the estimated value of the lead, which may indicate the potential revenue associated with converting this lead into a customer.

7. Tags:

   • Tags help in categorizing leads with labels such as “High Priority” or “New Interest.” This can help in segmenting leads based on specific characteristics.

8. Assigned:

   • Indicates the team member or salesperson assigned to the lead. Assigning leads ensures accountability and effective lead management.

9. Status:

   • Shows the current status of the lead, such as “New,” “Contacted,” or “Qualified.” This is essential for tracking the lead’s position in the sales funnel.

10. Source:

    • Identifies the origin of the lead, such as “Cold Call,” “Referral,” or “Online Form.” Knowing the source helps in analyzing which channels bring in the most leads.

11. Last Contact:

    • Shows the last time there was an interaction with the lead. This helps keep track of recent communication and follow-ups.

12. Created:

    • Indicates when the lead was first added to the system. This helps in tracking lead age and prioritizing newer or older leads.

Pagination

• Previous/Next Navigation:
  • Located at the bottom of the list, these buttons allow you to move through multiple pages of leads if there are more than the set display limit.