Скачать или смотреть folloUP CRM’s lead module Dashboard

Sure, here’s a brief tour of the folloUP CRM lead module dashboard:

New Lead: This feature allows you to manually add new leads into the system. You can input detailed information about each lead.

Import Leads: This feature enables you to import multiple leads at once using a CSV file. This makes the process of adding new leads efficient and time-saving.

Leads Summary: This is displayed in a table format, providing detailed information about each lead including name, company, email, phone number, value, tags, assigned personnel, status (e.g., new or qualified), source of the lead, and last contact date.

Switch to Kanban Style: This feature, although not visible in the image, typically allows you to view your leads in a Kanban style for better visualization of lead statuses.

Export Leads: This feature allows you to export the data of leads for external use or analysis.

Bulk Action: This feature allows you to perform actions like mass delete, mark as lost, change status, or assign someone in bulk, enhancing efficiency.

Filter Leads By Assigned, Lead Status, and Source: These filters, along with additional filters, help in sorting and viewing specific sets of leads based on various criteria for easy management.

Search Bar: This feature enables you to quickly search for specific leads using names, numbers, or tags.

Each of these features is designed to make the process of managing leads more streamlined and efficient. They provide you with the flexibility to handle leads in a way that best suits your business needs.


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