Leads list screen
This is the landing screen of the app. You can view information on all the available leads on this screen. You can tap any lead to view further details of the lead.
The following operations can be performed on the Leads list screen:
Search: Search for a specific lead by first clicking the Search icon at the upper right corner of the screen, and then start typing the lead's name in the Search field. You will see the results dynamically change with the subsequent letter entered. You have the option to configure the search operation for various other items, such as Location, Zip
code, and more.
Filter: Filter the leads list to fetch the result as per your requirement by clicking the Filter option. If you want to view leads that are specifically assigned to you, use the appropriate filter to fetch the required results. If you want to find out all the leads that are based in a specific location, filter the location to fetch all the leads in that area. You also have the option to configure several filter categories, such as Location, Zipcode, Lead Status, Lead Source, and more, as per your requirement.
Add: Tap the + icon at the lower right corner of the screen to add a new lead entry.
View: Tap the Status Dashboard icon beside the Search icon at the upper right corner of the screen to view the count of each Lead status type.
Leads details screen
On this screen, you can view detailed information of a lead. You can also tap the Call or SMS icon to place a call or send a text message to the lead, respectively.
You can tap the Edit icon at the upper right corner of the screen to modify the details of the lead.
New Lead screen
Tap the + icon at the lower right corner of the Leads list screen to add a new lead entry. You can add various details about the new lead on this screen.
Tap the dashboard icon on the home screen and navigate to Dashboard. Dashboard lets you consolidate all these reports/metrics on a single screen. Visualization of your key metrics made easy and shared across your team
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