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.

 

Leads_dashboard

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 blue line represents the total number of conversions done by you and your subordinates.
The red line represents the number of conversions done by your subordinates.
The difference between the two values, which is represented by both lines at any point on the graph, determines your number of conversions for a specific day.

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 employees 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:

All Leads - all the leads registered in the application.
Owned/Read Leads - filters the list to display leads that are owned by you, or the ones that have been read.

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:

View Details - enables you to view details of the lead.
Reassign/Assign Lead - enables you to assign the lead to any user, who has access to the Leads module in the system.
Convert to Account - enables you to covert a lead into an account, and create an action plan to work on the new account. You can either create a new account or associate the lead to an existing account.
Convert to Contact - enables you to convert a lead into a contact. You can then add activities, messages, documents, and opportunities to the contact.
Archive Lead - enables you to mark the lead as Archived to indicate that the marked lead is not useful.

Archived leads can be deleted at a later date.

Delete - enables you to delete the lead from the system. Selecting this option displays a pop-up window to confirm the deletion of the lead.

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.

 

leads_batch

Figure 2 Performing Batch Action on Multiple Leads