The Leads module allows users to organize and track sales leads such as potential new clients/projects. Users can designate follow-up due dates, schedule appointments, generate quotes, and log communication activity. Records created in the Leads module are automatically added to the Contacts module, eliminating double data entry. *Note: Leads are intended for residential and service work. For managing commercial opportunities and bid invites, please use the Opportunities module found within the Contracts workflow.
Leads Module List View
The Leads module home page or "list view" displays all active Lead records within TRUE, allowing users to create new records, run reports, import a leads list, search and filter leads, and quickly generate a quote, job, or invoice.
Button / Progress Bar
Located at the top of the Leads module, the blue button bar can be customized to fit your company's preferred sales stages within the Company Preferences module. The first 5 stages created will be listed on the button bar. Select these buttons to filter Leads in the module by the matching Stage.
Search & Filter Options
Quick Search
Quickly search for a particular contact, company name, or keywords of a lead record.
Column Sort
Sort by column headers (Stage, Name, Phone/Locations, Origin, Due)
Blue Quick Filter Options
All
Filters for all active lead records in TRUE.
My Leads
Filters for all active lead records assigned to the currently logged-in user.
Due
Displays all active leads with a due date on the current day or past due.
My Due
Displays all active leads assigned to the logged-in user with a due date on the current day or past due.
Advanced Filter
Search by any and all possible lead characteristics.
Advanced Filter
Search Fields
Person
Filter by individual contact name associated with lead
Company
Search by business or organization name
Title
Filter by contact's professional title or position
Keywords
Search using specific terms or tags
Activity Log
Filter by notes or updates in lead history
Stage
Search by current position in sales pipeline
Facility
Filter by associated facility location
Source
Search by lead origin or referral source
Attribute Name
Filter by custom attribute identifier
Attribute Field
Search by custom attribute value
Address/Phone/Email/Website
Filter by any contact information
State/Province
Filter by geographical region
Zip/Postal Code
Search by specific postal code
Assigned
Filter by team member responsible for lead
Origin Date
Search by lead creation date
Due Date
Filter by follow-up deadline
Division
Filter by company division
Activity (Date)
Search by Activity Log date
Status Checkboxes
Lead
Show lead-status records
Marketing Qualified
Display marketing-qualified leads
Do Not Contact
Show/hide do-not-contact flagged records
Active
Display currently active leads
Archive
Show archived lead records
Company
Filter company-associated leads
Unassigned
Display leads without assigned representatives
Generate Reports
Select the gray PDF icon to generate the following reports:
Basic
Lead name, company, stage, internal assignment, phone number, origin date, and due date.
Detailed
Comprehensive information for each lead on a separate page.
Quote Ratio by Assigned
Quote ratios of your sales team within a specified date range.
Close Ratio by Assigned
Close ratios of your sales team within a specified date range.
Selected Lead
Contact Details
Person
Displays the lead contact's full name.
Company
Displays the lead's associated company name.
Title
Displays the lead's job title.
Internal Fields
Keywords
Manually enter important keywords associated with a lead.
Origin Date
Date the record was created.
Due Date
Enter the desired due date for follow-up.
Archive
Checkbox to archive a lead and its associated contact record.
Do Not Contact
Checkbox to indicate the lead/contact should no longer be contacted.
Company
Checkbox to indicate if the lead is a company rather than an individual.
Marketing Qualified
Indicate if a lead has been fully vetted for your marketing team to contact.
Phone/Email/Address
Add additional contact information such as telephone number, email address, address, website, social media link, and/or fax number. If using the “New Contact Wizard”, these will automatically populate.
Assigned
Assign TRUE users to the lead for easy searching and tracking.
Additional Fields
Business Card
Save a photo of the lead's business card and/or any other image.
Attributes
Add available attributes to track other data and information.
Files/Emails/Notes
Track and store images, files, email capture records, notes, and checklists.
Activity Log
View system-generated activity log records and add manual entries.
Stage
Select available sales stages. Modify lead stages in the Company Preferences module.
Source
Track where a lead came from. Add new sources as needed.
New Button
New Event
Create a new event in the Events module.
New Schedule
Create a new schedule in the Scheduling module.
New Quote
Upgrade the lead to a quote.
New Job
Create an active job, skipping the quoting process.
New Work Ticket
Create a new work ticket for the lead.
Options Button
View Contact
Jump directly to the contact record in the Contacts module.
Not a Lead
Remove the lead from the active leads list.
Delete
Permanently delete the lead and its associated contact record.
