Overview
The Lead Manager Screen (LMS) is the central hub for managing all your leads and prospects. From this single screen, you can view, search, filter, and take action on your leads, including making calls, setting appointments, sending emails, adding notes, and updating dispositions.
Key Functionalities
Workflow Filtering: View leads by their status or bucket (stage) in your sales process using Workflow filters.
Bulk Actions: Select multiple leads to update, email, transfer, document, or apply actions to them all at once.
Lead Search: Quickly find specific leads using search, or date range and criteria filters.
Integrated Communication: Use the Action and Communication Center to quickly call, email, or disposition leads.
Customizable View: Pin frequently used panels and customize the layout of lead columns for your workflow.
How to Use the Lead Manager Screen
Accessing the Screen
From the main navigation menu, select My Leads.
The screen will load, displaying leads based on your default or selected Workflow filter.
Using the Main Toolbar
The toolbar at the top of the My Leads screen provides quick access to common tasks. To use most options, you must first select one or more leads by checking the box next to them.
New Lead: Click to manually add a new lead to the system.
Update: (Appears after selecting a lead) Opens a menu to Add Notes, Add an Appointment, Return or Edit Pipeline status.
Actions: (Appears after selecting a lead) Opens a menu to apply a disposition (e.g., Contacted, Callback, Sold) to the selected lead(s). For actioning bulk leads, you'll need to select leads in the same status, as different statuses may show different actions based on your workflow.
Export: Export your lead list to a file.
Import: Quickly navigate to the lead import tool.
Transfer: Transfer the selected lead(s) to another user.
Email: Send an email to the selected lead(s).
Call: Initiate a call to the selected lead(s) using your integrated phone solution, such as RingResponse.
Filters: Show or hide the filter panel to narrow down your lead list.
Nurture: Add the selected lead(s) to an automated email nurture campaign.
Searching and Filtering Leads
Quick Search: Use the "Quick Search Leads..." bar at the top to search by phone number, last name, email address, or other key fields. Results are ordered by date of most recent update.
Date Range Filter: Use the calendar filters to find leads created or updated within a specific time period. This is useful for locating older leads.
Working with an Individual Lead
Right-Click Menu: Right-click on any lead in the list to open a context menu. This provides fast access to view Lead Details, add notes, schedule appointments, and more.
Action and Communication Center: Use this pinned panel to quickly log calls, send emails, and disposition leads without the need to open a separate screen.
Best Practices
Use the Right-Click Menu: For working on a single lead, right-clicking is often the fastest way to access common actions.
Pin Your Panels: Use the "Pin Left" or "Pin Right" features to keep the Action and Communication Center visible for easy access.
Leverage Bulk Actions: Save time by selecting multiple leads to update their status, assign to a nurture campaign, or transfer them simultaneously.
Master Filters: Combine Workflow filters with search and date ranges to quickly surface the most relevant leads for your current task.
Troubleshooting
I can't find a lead I know is in the system.
Check your current Workflow filter—it may be set to a status the lead is not in. Try using the Quick Search with a broad term like a last name or using "All Leads" in the filter.
The Update or Actions button is not clickable.
Ensure you have selected at least one lead from the list by checking the box next to it.Confirm you're selecting leads in the same status, and remember actions may vary depending on your workflow setup.
A specific column is missing from my view.
The Lead Manager Screen layout can be customized. Use the column customization options to add, remove, or reorder columns.