If you are the Captain or Officer of an account, you can view leads from multiple places, depending on the level at which you would like to view them:
You can view your own Leads from:
Main Menu > Leads
You can view your Teams Leads from:
Main Menu > Organisation > Teams > Team > Leads
You can view a specific users leads from:
Main Menu > Organisation > Users > User > Leads
Another way to view your own leads:
Main Menu > Profile > Leads
NOTE: Viewing Leads from the Main Menu > Leads will take you to your Leads
Dashboard. This will be a collection of your Leads and your interactions with them.
Can I change the way I view Leads?
Once you have navigated to the exact place you need to be when looking at Lead or Canvassing activity, the way that you view your leads is entirely up to you.
You can toggle between Card and List view.
This can be done by clicking on the icon below, which is found on the far right of Today's Stats:
This icon indicates that you are viewing your Leads in the Card View:
This icon indicates that you are viewing your Leads in the List View:
Card view:
List view:
In both of these views, you can see and edit information about the lead by clicking on their name to view the lead details card:
From here you can:
Alter the Lead name
Change their status
Alter the Opportunity Value
Add Notes to the Lead
Assign the Lead to another user within your Organisation
Set them to DO NOT CONTACT - this removes them from your visible leads
To read more about the Lead Detail page, please click the link below: