Leads

Title 
Widget 
Widget Description   
 
 
Leads 
 
  
 
1. Released and within validity period 
  
Click opens the summary page 
  
Available 
 
Homepage dashboard
 
Customer details    
 
Leads 
 
  
 
1. The next 4 open leads (In progress and not expired), sorted by "Valid until" (Ascending) 
Click switches to the lead 
  
Colour code:   
Red: Valid until is already tomorrow.
Yellow: Valid until is within the next 7 days 
2. Number of valid leads (Released and within validity period)
Click opens the summary page 
  
3. Number of new leads since the last transfer
 
Click opens the summary page, but shows only new leads since the last transfer 
  
Available
        a. Cockpit    
General
Grid
Lists all leads (Released and within validity period)
 
 
 
Click 
Swipe 
Views   
 
 
 
On dashboard: 
Summary page Lead definitions  
 
  
1. Table  
 
 
In customer details: 
Summary page Customer leads  
 
  
1. Table   
Column definition dashboard
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Name 
Visible 
ASC 
Yes 
 
Name of the job   
 
Campaign 
VisibleOnlyLandscape 
 
Yes 
  
 
Valid from
 
VisibleOnlyLandscape 
 
 
  
 
Valid until
 
VisibleOnlyLandscape 
 
 
  
 
MQL 
Visible 
 
 
No. of customers who are Non-completed or In progress.
  
 
SQL 
Visible 
 
 
No. of customers who have status "Sales-qualified lead".  
 
Converted 
Visible 
 
 
No. of customers who have status Converted.
  
 
Total 
Hidden 
 
 
  
 
Non-completed 
Hidden 
 
 
  
 
Deferred 
Hidden 
 
 
  
 
No lead 
Hidden 
 
 
  
 
In progress 
Hidden 
 
 
   
 
FAQ 
  
 
Release