Lead Status Overview
Funnel Statistics
Total Sold Value
$0.00
Close Rate
0%
Conversion Rate
0%
1st Contact Rate
0%
2nd Contact Rate
0%
Filters
Salesperson Performance
| Salesperson | Assigned Leads | Conversion Rate | Total Sales |
|---|
How to Use This CRM
Lead Funnel View
This is the main view where you manage your leads in a Kanban board. You can drag and drop lead cards from one column to the next as they progress through your sales pipeline.
Sales Performance View
Switch to this view to see a performance breakdown for each salesperson. It shows their total assigned leads, conversion rate, and total sales value.
Adding & Editing Leads
Click "Add New Lead" in the sidebar to create a new lead. To edit an existing lead, click the pencil icon () on their card. You can update their contact info, assign them to a salesperson, and add notes.
Filtering
Use the filters on the right side of the dashboard to narrow down your view. You can filter by date, platform, contact method, salesperson, and lead status. Click "Clear All Filters" to reset.