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Leads

Leads

This is where you'll find your Leads Dashboard

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17 articles in this collection
Written by Monique Le Roux

What is a Lead?

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

Lead Details

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

Create a Lead

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

Sort Leads

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

Filter Leads

How do I filter my leads?
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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?
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Written by Monique Le Roux
Updated over a week ago

Active Leads

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

Cold Calls

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

Canvass Visits

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

Average Duration

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

New Prospects

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

Total Opportunity

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

Lead Cards

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

Leads List

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