How to easily view and filter out Lead Data ?
Click on View Lead sub-menu to view the lead information by using the filter options
Fill up the following details to filter and view the leads
- Search Tag: Enter any one of the keywords (first name, last name, skype id, email id, mobile number)
- Lead added from date: Enter the from date, the lead added to the system
- Lead added to date: Enter the to date, the lead added to the system
- Next followup from date: Enter the from date of next followup
- Next followup to date: Enter the to date of next followup
- Level of interest: Select the level of interest from the drop-down menu
- Country: Select a country from the drop-down menu
- Lead Status: Select the lead status from the drop-down menu
- Lead Status Change From Date: Enter the from date of lead status change
- Lead Status Change To Date: Enter the to date of lead status change
After entering the details, click on submit button to view leads. The lead information is filtered and displayed under the leads section
