The Lead board helps you keep all your Leads clearly in one place and track which processing stage they are currently in. Thanks to this view, you can easily move them between individual states and keep full control over the next steps.
The Dashboard provides a quick overview of work-in-progress Leads, facilitates planning the next steps, and helps ensure that no lead is left unattended.
You can find it in the Main menu » Contacts » Lead board.
The individual columns correspond to the States you have defined for your Leads.
By dragging from one column to another, you can easily change the State of the given Lead.
By dragging a specific Lead with your mouse to the bottom part of the dashboard, you can move it to the Canceled state or Convert to Account.
Using the plus icon next to a specific state, you can directly create a Lead in that state.
If you right-click on a Lead, a drop-down menu will open with the following options:
Create related record,
Write an email,
Edit,
Convert lead,
Cancel lead.
The color mark in the corner of a specific Lead reflects its Category. Hovering over it with the mouse will also show you the name of the Category.
Within the Lead Dashboard, you can add a new Lead by clicking the Green Plus, or work with Filtering.
If you save the filter, you will find it in the My Filters drop-down menu.