Group 65Go to Saleboat
All Collections
Leads

Leads

This is where you'll find your Leads Dashboard

Monique Le Roux avatar
17 articles in this collection
Written by Monique Le Roux

What is a Lead?

Where can I view and interact with Leads on Saleboat?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Lead Details

What are Lead details? Can I edit them?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago
Interface

Create a Lead

Where can I create a Lead?
Monique Le Roux avatar
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?
Monique Le Roux avatar
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?
Monique Le Roux avatar
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?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Sort Leads

How do I sort my Leads?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Filter Leads

How do I filter my leads?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago
Today's Stats

Today's Stats

What do Today's Stats mean on the Canvassing Dashboard?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Active Leads

What are Active Leads?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Cold Calls

What does the number above Cold Calls in Today's Stats indicate?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Canvass Visits

What does the number above Canvass Visits in Today's Stats indicate?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Average Duration

What is Average Duration in Today's Stats?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

New Prospects

How can I see how many Leads have become Prospects?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Total Opportunity

What is Total Opportunity and why is this useful?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago
Lead Cards and Leads List

Lead Cards

What are Lead Cards?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Leads List

What is a Leads List?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago