The Leads page is your main dashboard for viewing and managing the leads you’re involved in.
From this view, users can create new leads and manage the existing ones through the different sections related to the lead.
Each row represents a lead and displays key attributes that help users quickly identify the lead stage and other details.
Additionally, all the leads that can be categorized (opened, rejected, archived and deleted) but also can be converted to transform the lead in a Project.
leads menu navigation
To access the Leads menu, follow these steps:
- After accessing Neostella, click the grid icon
and select the
Intake workspace.
- Then navigate to the Leads menu. Here you have access to the central hub for managing all your leads.
leads dashboard interface
The following elements are displayed in the Leads view:
| Element | Description |
| Click this button to create a new lead. |
Additionally, there are two sections: a Filter and the Table with listed leads. These elements are described below:
Filter elements:
| Element | Description |
| Enter text to filter leads in the table based on the entered data. |
| Select one or more stages to filter leads in the table based on the selection. NOTE: Displayed status names may vary and can be listed or not depending on the administrator configuration. |
| Select one or more Types to filter leads in the table based on the selection. NOTE: Displayed Lead Types are the types created by the admin for the Lead object. |
| Select one or more Tags to filter Leads in the table based on the selection. |
| Click to clear all the applied filters. |
Table elements:
| Element | Description |
| Displays the Lead name. Click the Name to view the lead management interface. |
| Displays the leads assigned stage. If no stage was assigned, the cell is empty. NOTE: Displayed stage names may vary depending on the configuration set by the platform administrator. |
| Displays the Leads assigned source. If no source was assigned, the cell is empty. |
| Displays the tags assigned to the Lead. If no tags were assigned, the cell is empty. |
| Displays the leads assigned to the Lead. If no leads were assigned, the cell is empty. |