Understanding the Leads Overview |
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The Dashboards page has a dashboard area on the left, and a listing of leads on the right.
Figure 1 Leads Dashboard My Dashboard displays a graph that represents the Lead Conversion Rate — an indicator of the number of leads being turned into valuable contacts on a daily basis. The graph considers all users who report to you. The components of the graph are explained as follows:
The table below the graph contains a list of user links for staff members who report to you. You can view any of your subordinates' dashboards by clicking the links located below the graph, as shown in Figure 1. The selected employee’s dashboard displays a graph with a red line. Clicking Up one level brings you back to your own dashboard page. This drill-down feature enables you to track the prospect conversion performance of your subordinates. The leads list to the right of the graph displays the leads that are registered in the application. You can decide to view the following information:
The leads dashboard displays information on leads and accounts (converted prospects) in a single list. All accounts have the status Working. Leads can have a status of Unprocessed, Assigned, or Archived. The actions that can be performed on a lead are:
Archived leads can be deleted at a later date.
These options enable you to work with leads while having a complete overview in the dashboard. You can also select multiple leads by selecting the respective checkboxes. This enables you to perform an action on all the selected leads, as shown in Figure 2.
Figure 2 Performing Batch Action on Multiple Leads |