Normal View
Step 1. Once you are on the Leads index page you will see leads data in normal view like shown in the following image:
As shown in the image in Normal View users will see only Company Name, City , State, Lead Message, Contact Information.
1.Filter By Status: Users can choose one of the lead by status in this dropdown, then show the lead by the status record in the grid.
2.Filter By Source: Users can choose one of the leads by a source in this dropdown, then show the lead by source record in the grid.
3.Filter By Assigned To: Users can choose one of the leads assigned to in this dropdown, then show the lead by assigned to in the grid.
4.Search: Use to search lead.
5.Clear button: Users click the Clear button then the search bar is clean.
6.Add Lead: Users click the 'Add Lead' button, we have a new screen open in which we can count the leads.
7.Follow Ups: Follow-Ups features such as the ability to track pipelines set goals for the team members, view reports, and coordinate workflow within the organization. The system keeps track of projects, bids, and leads that are in the pipeline, and users can view personalized information regarding their leads.
8.Advance View: It will display more detail about the normal views.
9.Action: Users click the Action button, We have different options shown to change the lead status, lead source, etc.
10.Column Header: Drag a column header and drop it here to group by that column.
11.Check Box: Check desire "Leads" and click the action button it should be given different options.
12.Company ID: it is a Unique key for the record.
13.Company Name: Users can put a lead company name.
14.City: Users can put the lead city name.
15.State: Users can put the lead city name.
16.Assigned To: Users can see the lead assigned to in this column.
17.Last Message: Users will put the last conversation.
18.Contact info: Users will put the contact detail of the lead.
19. Add Notes: Users click the 'Add Notes' button, a new popup screen opens up in which we can follow up the notes.
20.Next Page button: Move to the next page.
21.Items Per Page: Use to display a number of records per page.
Advanced View
Step 2. Users will click on the Advanced View button to have more details about the lead data.
As shown in the image users can see who generated and to whom leads are assigned, sources, status, Action button and notes options.
1.Filter By Status: 1.Filter By Status: Users can choose one of the lead by status in this dropdown, then show the lead by the status record in the grid.
2.Filter By Source: Users can choose one of the leads by a source in this dropdown, then show the lead by source record in the grid.
3.Filter By Assigned To: Users can choose one of the leads assigned to in this dropdown, then show the lead by assigned to in the grid.
4.Search Bar: Use to search lead.
5.Clear Button: Users can click the clear button then the search field detail is removed.
6.Add Lead: Users click the Lead button, a new screen opens in front of us in which we can enter the complete information of the Lead.
7.Normal View: It will display more detail about lead.
8.Action Button: Users click the Action button, We have different options shown to change the lead status, lead source, etc.
9.Column Header: Drag a column header and drop it here to group by that column.
10.Check Box: Check desire "Leads" and click the action button it should be given different options.
11.ID: It is a Unique key for the record.
12.Company Name: Users can see the lead company name.
13.Assigned To: Users can see the assigned lead someone.
14.Notes: Users can see the notes.
15.Status: Users can see the status in this column.
16.Source: Users can see the source of lead in this column.
17.Contact: Users can see the contact in this column.
18.Street Address: Users can see the street address in this column.
19.City: Users can see the city in this column.
20.State: Users can see the state in this column.
21.Zip Code: Users can see the postal code in this column.
22.Update: Users can see the updated data in this column.
23.Contact info: Users can see the contact information in this column.
24.Add Notes: Users click the 'Add Notes' button, a new popup screen opens up in which we can follow up the notes.
25.Next Page Button: Move to the next page.
26.Items Per Page: Use to display a number of records per page.