Lead Management Software - Dashboard to Manage Leads - Help

Dashboard

In Dashboard, you can view Lead Summary and Reminder details.

When Admin Logs in, the below dashboard will be opened with Lead Summary and Reminder details.

Lead Summary

The Lead Summary is a brief summary of the Total number of leads managed by the Employees/Users with respect to the Lead Status.

Lead Status:

1. New: A lead to whom no follow-up has been done.

2. Being Followed: A lead with whom the user is in contact with.

3. Converted: A lead who is converted as a Customer.

4. Follow-up Not Needed: A Lead to whom further follow-up is not required.

5. Not Interested: A lead who is not interested in any products.

Remainders

The Follow-ups set on Current date are displayed by default.