Leads Page

Docummentation on Leads Page in Kit19

This document provides a detailed explanation of the Leads page illustrated in the provided image and Explanation.

To access the Leads section in Kit19:

  • From the Dashboard, go to the left-side navigation panel.
  • Click on Sales to expand the menu.
  • Select the Leads

KEY FUNCTIONALITIES:

  • To See All Data:
    • Displays the complete list of leads.
    • Click the circular arrow icon to refresh and view all the lead data.
  • To Search for a Lead:
    • Helps you find specific leads by name, contact, or other details.
    • Click the magnifying glass icon, enter the search term, and press Enter.
  • To Search Data Using Custom Field:
    • Filters leads based on custom attributes.
    • Click the filter icon, select the desired field, and apply the filter.
  • To Add a New Field on Header:
    • Customizes the table by adding new data fields.
    • Click the table icon, choose the fields you want, and add them to the header.
  • To Add a Custom Field:
    • Creates new fields for additional lead information.
    • Click the wrench icon, define the field name and type, and save it.
  • To Create a Fresh Lead:
    • Allows you to add new lead information manually.
    • Click the plus icon (+), fill in the details, and save.
  • To Import or Export Lead Data:
    • Enables bulk import/export of lead information.
    • Click the import/export icon, select the action, and follow the prompts.
  • To Add Filteration:
    • Enables you to refine your lead list using filters.
    • Click the green funnel icon on the left panel, select filter criteria (e.g., status, date, assigned user, medium, source, etc.), and apply.

Lead Details

 Basic Details Section

     Displays key lead information, including:

    • Lead Name: The name of the lead.
    • Contact Number: Lead’s phone number.
    • Email Address: Lead’s email.
    • Last Updated: The date and time of the last interaction or update

 Other Lead Details

  • Lead No.:
    • Unique identifier for the lead (e.g., Lead No.: 3).
    • Use: Helps in tracking and referencing leads easily.
  • Source:
    • Indicates how the lead was acquired (e.g., Friends).
    • Use: Identifies effective lead generation channels.
  • Campaign:
    • Marketing campaign associated with the lead (e.g., Default).
    • Use: Tracks lead origin and measures campaign performance.
  • Created On:
    • Date and time the lead was created (e.g., 02 Mar 2025, 14:12:29).
    • Use: Monitors lead age and tracks response times.
  • Medium:
    • Platform used to generate the lead (e.g., Microsite).
    • Use: Provides insights into lead acquisition channels.
  • Created By:
    • User who created the lead (e.g., CodeWithAbdur).
    • Use: Tracks lead ownership and assigns accountability.
  • Residential Address:
    • Field for residential address (empty in the image).
    • Use: Stores location details for future reference.
  • Office Address:
    • Field for office address (empty in the image).
    • Use: Stores workplace details for B2B leads.
  • Initial Remarks:
    • Field for early-stage comments (empty in the image).
    • Use: Captures initial notes for future reference

Lead Actions

  • Add Followup:
    • Records a follow-up action to maintain communication.
    • Click to enter follow-up details (e.g., status, remarks, date).

  • Add Physical Appointment:

    • Schedules in-person meetings with the lead.
    • Click to specify the date, time, and location.

  • Merge Leads:

    • Combines duplicate or related leads.
    • Click, select leads, and confirm the merge.
  • SMS:
    • Sends a text message to the lead.
    • Click, compose the message, and send.
  • Mail:
    • Sends an email to the lead.
    • Click, enter the subject, body, and send.
  • Send Voice:
    • Sends a pre-recorded or live voice message.
    • Click, select the voice option, and send.
  • WhatsApp:
    • Sends a message via WhatsApp directly.
    • Click, compose the message, and send.
  • Add Notes:
    • Adds internal comments or observations.
    • Click, write the note, and save.
  • Upload Documents:
    • Attaches relevant files (e.g., contracts, proposals).
    • Click, choose the file, and upload.
  • Add Task:
    • Assigns a task related to the lead (e.g., callback, meeting).
    • Click, define the task, and save.
  • Add Appointment:
    • Schedules a future meeting with the lead.
    • Click, set the date and time, and save.
  • Add Deal:
    • Creates a new deal or opportunity linked to the lead.
    • Click, define the deal, and save.
  • Create Meeting:
    • Schedules an online or offline meeting.
    • Click, set the meeting details, and save.
  • Add Tax Settings:
    • Adds tax details for financial transactions.
    • Click, define tax settings, and save.
  • Add Quotation:
    • Generates and sends price quotes to the lead.
    • Click, fill in the quote details, and send.
  • Add Invoice:
    • Creates and sends invoices for payments.
    • Click, add the invoice details, and save.
  • Webform:
    • Creates or links a web form for lead capture.
    • Click, define the form details, and integrate.