Sales CRM lead list

The lead list shows you a complete list of all your leads generated from all of your previews, including their contact details and the preview that they viewed, add or view your notes, and edit or delete each lead.

Thumbnail

Manage your lead list

mceclip3.png

Create leads

You can create a new lead by clicking Create New Lead.

mceclip10.png

This will open a new window. To manually add a lead, choose a Campaign Preview, and enter their Organization Name along with their Name, Email, and Phone. You can also add optional Notes such as where you met them or services you talked about including. Hit Save to add them to your list.

mceclip1.png

Filter leads

You can filter your leads by campaign using the drop-down menu, or search for a lead with the search bar.

mceclip2.png

Manage leads

You can view a list of all leads added as well as view the preview campaign created, edit and delete them.

mceclip13.png

To edit a lead, click the pencil icon. This will bring up a window with all the lead's details, and allow you to correct contact information or add notes.

mceclip4.png

mceclip3.png

Click Update to save your changes.

To delete a lead, click the trash icon. This will bring up a window asking you to confirm that you want to delete your lead -- click Yes to proceed.

mceclip5.pngmceclip6.png

Need Help?

If you have any questions, please contact our support team by clicking the support icon located in the bottom right-hand corner of this page.

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.