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Leads Profile Management

This guide provides a comprehensive walkthrough of managing leads in your Dashboard. Leads are potential customers that you can track, manage, and convert into full-fledged customers. Below is a detailed breakdown of all actions you can perform on the Leads page.

The Leads page in your dashboard help you manage and track potential customers. It enables you to store, organize, and act on important information about your leads, which can be converted to customers at the right time.

Use the mini navigation below to move between different parts of this guide.

Overview

The Lead page has a layout similar to the Client page, with a table displaying all your leads and key action buttons for management. Refer to the image below to understand the layout of the Leads page.

image for lead dashboard overview

Create a Lead Profile

To create a new lead, follow these steps:

  1. Click the Add button at the top of the Lead page (see image below).
  2. image for lead dashboard add btn
  3. In the overlay that appears, select Create.
  4. image for lead dashboard add btn
  5. A form will load where you can enter the lead details: First Name, Last Name, and Email
  6. Once the form is complete, click the Create button. The new lead will now appear on the Leads page.

Importing Leads into your Dashboard

You can bulk import leads using a CSV file. Follow these steps:

  1. Click the Add button and select Import from File from the overlay menu.
  2. image for lead dashboard add btn
  3. Click on the "import from file" tab
  4. image for lead dashboard add btn
  5. Upload your CSV file in the provided form.
  6. The CSV file must contain the following headers: First Name, Last Name, and Email. These headers can be in any order but must be present.
  7. After uploading, click the Import button. The leads will be added to your Leads List.

See a Lead Profile Details

To see the full details of a lead profile, follow these steps:

  1. Locate the lead in the table.
  2. Click the three-dot menu next to the lead and select "Full Details".
  3. image for lead dashboard add btn image for lead dashboard add btn
  4. The lead's details, including when it was created and last updated, will appear on the screen.

Editing a Lead Profile

To edit a lead profile, follow these steps:

  1. Click the three-dot menu next to the lead and select "Edit".
  2. image for lead dashboard add btn image for lead dashboard add btn
  3. The lead details will load in a form. Make the necessary changes.
  4. Click the Update button to save the changes.

Deleting a Lead Profile

To delete a lead profile, follow these steps:

  1. Click the three-dot menu next to the lead and click the "Delete" tab.
  2. image for lead dashboard add btn image for lead dashboard add btn
  3. The lead will be permanently removed from your dashboard. This action cannot be undone.

Converting a Lead to a Customer

To convert a lead into a customer or Client, follow these steps:

  1. Click the three-dot menu next to the lead and then select "Convert to Customer".
  2. image for lead dashboard add btn image for lead dashboard add btn
  3. A form will load, asking for additional information such as Phone, and Address.
  4. Fill in the details and click the Create button. The lead will now be listed in the Client page.

Adding Notes to a Lead Profile

To add notes to a lead profile, follow these steps:

  1. Locate the lead in the table.
  2. Click the three-dot menu next to the lead and select "add note".
  3. image for lead dashboard add btn image for lead dashboard add btn
  4. A form will load, fill in the note you want to add into this lead profile on the form field and click on the "add note" button.

Reading added Notes on a Lead Profile

To read notes on a lead profile, follow these steps:

  1. Locate the lead in the table.
  2. Click the three-dot menu next to the lead and select "view notes".
  3. image for lead dashboard add btn image for lead dashboard add btn
  4. All added notes on this profile can bee seen.

Exporting Leads from your Dashboard

To export leads as a CSV file, follow these steps:

  1. Select the leads you want to export by checking the checkboxes next to their entries on your left hand side.
  2. Once you select a lead, a three-dot menu will appear at the top of the page,click on this three-dot menu.
  3. Click the Export option in the menu.
  4. The selected leads will be processed and downloaded as a CSV file automatically.

Deleting Multiple Leads' Profile

To delete multiple leads at once, follow these steps:

  1. Select the leads you want to delete by checking the checkboxes next to their entries on your left hand side.
  2. Click the three-dot menu at the top of the page and select Delete.
  3. All selected leads will be permanently removed from your dashboard. This action cannot be undone.