Leads

Introduction: The Leads Module in LeadIS allows you to manage and organize all your leads efficiently. It provides tools for bulk actions, lead assignment, and status updates, all in a user-friendly interface. This article highlights how to use the module, including selecting multiple leads and utilizing the three-dot menu for additional actions.

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Key Features of the Leads Module:

1. Comprehensive Lead Overview:

   • View all lead details, including:
     • Name
     • Email
     • Contact Number
     • Source (e.g., Facebook, WhatsApp, Email)
     • Assigned Team Member
     • Lead Status
     • Response Status (e.g., Replied, Awaiting Response)
     • Creation Date

2. Bulk Actions:

   • Select multiple leads using checkboxes to perform actions such as:
     • Assigning leads
     • Updating lead statuses
     • Sending mass text messages
     • Adding tags
     • Deleting leads

3. Search and Filter:

   • Use the search bar to find leads quickly by name, email, or phone number.
   • Apply filters (e.g., All Leads) to display specific groups of leads.

4. Three-Dot Menu:

   • Access additional actions for individual leads, such as:
     • Show/Hide Fields: Customize which columns are displayed.
     • Mass Text History: View past mass text campaigns.
     • Import/Export: Import leads via CSV or export your current lead list.

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How to Use the Leads Module:

1. Viewing Lead Details:

   • Navigate to the Leads Module from the top menu.
   • View all lead details in the table, sorted by default creation date.

2. Selecting Multiple Leads:

   • Use the checkboxes on the left to select multiple leads.
   • Once selected, the action bar appears with options like:
     • Assigning leads
     • Sending mass text messages
     • Adding or updating tags
     • Deleting selected leads

3. Using the Three-Dot Menu:

   • Click the three-dot menu in the top-right corner to access additional tools:
     • Show/Hide Fields: Customize the visible columns to focus on relevant data.
     • Mass Text History: Review and track mass text campaigns sent to leads.
     • Import Leads: Upload a CSV file to bulk-add new leads to the system.
     • Export Leads: Download your current lead list in CSV format for offline use.

4. Assigning Leads:

   • Click the “Add Assignee” button next to a lead to assign it to a team member.

5. Updating Lead Status:

   • Click the status button (e.g., “Appointment Set”) to change the lead’s current status.

6. Sending Mass Text Messages:

   • Select multiple leads and click the Mass Text button to send a bulk message.

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Tips for Success:

• Use the search bar and filters to quickly locate specific leads or groups.
• Regularly update lead statuses and assignments to keep your workflow organized.
• Leverage the mass text feature to engage multiple leads at once while maintaining personalization.