Saleboat

Where can I view and interact with Leads on Saleboat?

What is a Lead?

Lead Details

This is where you'll find your Leads Dashboard

Leads

Create a Lead

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

View Leads

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

Sort and Filter Leads

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

Search Leads

Sort Leads

Filter Leads

Leads Interface

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

Today's Stats

Active Leads

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

Cold Calls

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

Canvass Visits

What is Average Duration in Today's Stats?

Average Duration

How can I see how many Leads have become Prospects? How do I convert leads to customers?

New Prospects

What is Total Opportunity and why is this useful?

Total Opportunity

Leads - Today's Stats

Lead Cards

Leads List

Lead Cards and Leads List

Find answers and get help from Intercom Support and Community Experts

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