Managing Leads

You can upload new leads for you and your team in this section.

Get here by clicking 'Leads' on the left-hand navigation menu.

Leads are categorised by:

• Warm
• Hot
• Red Hot

Filter, Sort & Status

You can filter Leads by their category using the 🔥 symbols at the top of the screen.

Reset the filter using the first 🔥 icon with a reverse arrow.

Filter the leads by ID or Status using the dropdown boxes highlighted below.

Add Lead

How to Add a New Lead

To add a Lead, click 'Add Lead' at the top of the Leads page.

This will bring up a new screen where you can add more detail to the new lead...

General & Company Information

First, input the general details about your new Lead and their business.

Boxes marked with a red asterisk (*) are required fields.

Lead Information

Next, enter more detailed information about the new Lead and any supporting documents.

Note, in the above image, under 'Supporting Documents', the dropdown box 'Assigned To' lets you assign a lead to a particular person in your Team.

See also: Assigning Leads

Additional Information & GDPR

Finally, you can input additional useful info you might have, and, IMPORTANTLY, check the box saying you have permission to share this data in our Partner Portal.

Assigned Leads

Next, enter more detailed information about the new Lead and any supporting documents.

Note, in the above image, under 'Supporting Documents', the dropdown box 'Assigned To' lets you assign a lead to a particular person in your Team.

See also: Assigning Leads