What is a Lead?

Where can I view and interact with Leads on Saleboat?

Written by Monique Le Roux
Updated over a week ago

Lead Details

What are Lead details? Can I edit them?

Written by Monique Le Roux
Updated over a week ago

Create a Lead

Where can I create a Lead?

Written by Monique Le Roux
Updated over a week ago

View Leads

Where can I view Leads? Can I change the way I view Leads?

Written by Monique Le Roux
Updated over a week ago

Sort and Filter Leads

How do I find the exact Lead I am looking for?

Written by Monique Le Roux
Updated over a week ago

Search Leads

How do I find a specific Lead if I only remember the name?

Written by Monique Le Roux
Updated over a week ago

Sort Leads

How do I sort my Leads?

Written by Monique Le Roux
Updated over a week ago

Filter Leads

How do I filter my leads?

Written by Monique Le Roux
Updated over a week ago

Today's Stats

What do Today's Stats mean on the Canvassing Dashboard?

Written by Monique Le Roux
Updated over a week ago

Active Leads

What are Active Leads?

Written by Monique Le Roux
Updated over a week ago

Cold Calls

What does the number above Cold Calls in Today's Stats indicate?

Written by Monique Le Roux
Updated over a week ago

Canvass Visits

What does the number above Canvass Visits in Today's Stats indicate?

Written by Monique Le Roux
Updated over a week ago

Average Duration

What is Average Duration in Today's Stats?

Written by Monique Le Roux
Updated over a week ago

New Prospects

How can I see how many Leads have become Prospects?

Written by Monique Le Roux
Updated over a week ago

Total Opportunity

What is Total Opportunity and why is this useful?

Written by Monique Le Roux
Updated over a week ago

Lead Cards

What are Lead Cards?

Written by Monique Le Roux
Updated over a week ago

Leads List

What is a Leads List?

Written by Monique Le Roux
Updated over a week ago