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Leads Listing Overview

Leads Listing Overview​

The Leads page in the system is designed to help you efficiently manage and track
potential customers throughout the sales pipeline.
Here’s a detailed overview of the functionalities and features available
on this page.

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Main Features​

📌 Lead Stages Kanban Board
The Leads page is organized as a Kanban board, where leads are categorized
into different stages:

  • New Lead
  • Message Sent
  • Not Responded
  • In Contact
  • Missed Leads

This visual representation allows you to track the progress of each lead
through the sales pipeline at a glance.

⚡ Quick Actions
On the top right corner, there are several quick action buttons:

  • Add Lead → Click this button to manually add a new lead to the system.
  • Export → Export the list of leads for reporting or backup purposes.
  • Import → Import leads from an external source to quickly populate your pipeline.
  • Download → Download the details of your leads in a specific format.
  • Stages Configurations → Customize the stages of your sales pipeline
    to fit your business process.
  • Toggle InProgress/Drafted → Switch between viewing leads that are
    actively in progress or in a drafted state.

🗂️ Lead Information Card
Each lead is represented by a card containing key information:

  • Name and Timestamp → Displays the lead’s name and creation time.
  • Contact Methods → Icons for available contact methods (phone, email, WhatsApp).
  • Source → Shows how the lead was generated (e.g., manually by an admin).
  • Lead Owner → Indicates who is responsible for the lead within the system.

🔍 Search and Filter
The search bar at the top allows you to quickly find specific leads by entering
keywords such as:

  • Lead name
  • Student name
  • Phone number
  • Email address