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