{"id":998,"date":"2025-03-26T12:16:21","date_gmt":"2025-03-26T12:16:21","guid":{"rendered":"https:\/\/blogs.kit19.com\/Manual\/?page_id=998"},"modified":"2025-03-26T12:42:58","modified_gmt":"2025-03-26T12:42:58","slug":"leads-page","status":"publish","type":"page","link":"https:\/\/blogs.kit19.com\/Manual\/leads-page\/","title":{"rendered":"Leads Page"},"content":{"rendered":"\t\t

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Docummentation on Leads Page in Kit19<\/span><\/h1>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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This document provides a detailed explanation of the Leads page illustrated in the provided image and Explanation.<\/p>
To access the Leads<\/strong> section in Kit19:<\/p>
From the Dashboard<\/strong>, go to the left-side navigation panel.<\/li>
Click on Sales<\/strong> to expand the menu.<\/li>
Select the Leads<\/strong><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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KEY FUNCTIONALITIES<\/u><\/strong>:<\/u><\/strong><\/p>
To See All Data:<\/strong>
Displays the complete list of leads.<\/li>
Click the circular arrow icon<\/strong> to refresh and view all the lead data.<\/li><\/ul><\/li>
To Search for a Lead:<\/strong>
Helps you find specific leads by name, contact, or other details.<\/li>
Click the magnifying glass icon<\/strong>, enter the search term, and press Enter<\/strong>.<\/li><\/ul><\/li>
To Search Data Using Custom Field:<\/strong>
Filters leads based on custom attributes.<\/li>
Click the filter icon<\/strong>, select the desired field, and apply the filter.<\/li><\/ul><\/li>
To Add a New Field on Header:<\/strong>
Customizes the table by adding new data fields.<\/li>
Click the table icon<\/strong>, choose the fields you want, and add them to the header.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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To Add a Custom Field:<\/strong>
Creates new fields for additional lead information.<\/li>
Click the wrench icon<\/strong>, define the field name and type, and save it.<\/li><\/ul><\/li>
To Create a Fresh Lead:<\/strong>
Allows you to add new lead information manually.<\/li>
Click the plus icon (+)<\/strong>, fill in the details, and save.<\/li><\/ul><\/li>
To Import or Export Lead Data:<\/strong>
Enables bulk import\/export of lead information.<\/li>
Click the import\/export icon<\/strong>, select the action, and follow the prompts.<\/li><\/ul><\/li>
To Add Filteration:<\/strong>
Enables you to refine your lead list using filters.<\/li>
Click the green funnel icon<\/strong> on the left panel, select filter criteria (e.g., status, date, assigned user, medium, source, etc.), and apply.<\/li><\/ul><\/li><\/ul>
Lead Details <\/u><\/strong><\/h2>
\u00a0<\/strong>Basic Details Section<\/u><\/strong><\/p>
\u00a0\u00a0\u00a0\u00a0 Displays key lead information, including:<\/p>
Lead Name:<\/strong> The name of the lead.<\/li>
Contact Number:<\/strong> Lead\u2019s phone number.<\/li>
Email Address:<\/strong> Lead\u2019s email.<\/li>
Last Updated:<\/strong> The date and time of the last interaction or update<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u00a0<\/strong>Other Lead Details<\/u><\/strong><\/h3>
Lead No.:<\/strong>
Unique identifier for the lead (e.g., Lead No.: 3).<\/li>
Use:<\/strong> Helps in tracking and referencing leads easily.<\/li><\/ul><\/li>
Source:<\/strong>
Indicates how the lead was acquired (e.g., Friends).<\/li>
Use:<\/strong> Identifies effective lead generation channels.<\/li><\/ul><\/li>
Campaign:<\/strong>
Marketing campaign associated with the lead (e.g., Default).<\/li>
Use:<\/strong> Tracks lead origin and measures campaign performance.<\/li><\/ul><\/li>
Created On:<\/strong>
Date and time the lead was created (e.g., 02 Mar 2025, 14:12:29).<\/li>
Use:<\/strong> Monitors lead age and tracks response times.<\/li><\/ul><\/li>
Medium:<\/strong>
Platform used to generate the lead (e.g., Microsite).<\/li>
Use:<\/strong> Provides insights into lead acquisition channels.<\/li><\/ul><\/li><\/ul>
Created By:<\/strong>
User who created the lead (e.g., CodeWithAbdur).<\/li>
Use:<\/strong> Tracks lead ownership and assigns accountability.<\/li><\/ul><\/li>
Residential Address:<\/strong>
Field for residential address (empty in the image).<\/li>
Use:<\/strong> Stores location details for future reference.<\/li><\/ul><\/li>
Office Address:<\/strong>
Field for office address (empty in the image).<\/li>
Use:<\/strong> Stores workplace details for B2B leads.<\/li><\/ul><\/li>
Initial Remarks:<\/strong>
Field for early-stage comments (empty in the image).<\/li>
Use:<\/strong> Captures initial notes for future reference<\/li><\/ul><\/li><\/ul>
Lead Actions<\/u><\/strong><\/h3>
Add Followup:<\/strong>
Records a follow-up action to maintain communication.<\/li>
Click to enter follow-up details (e.g., status, remarks, date).

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Add Physical Appointment:

<\/strong>
Schedules in-person meetings with the lead.<\/li>
Click to specify the date, time, and location.

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Merge Leads:

<\/strong>
Combines duplicate or related leads.<\/li>
Click, select leads, and confirm the merge.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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SMS:
<\/strong>
Sends a text message to the lead.<\/li>
Click, compose the message, and send.<\/li><\/ul><\/li>
Mail:
<\/strong>
Sends an email to the lead.<\/li>
Click, enter the subject, body, and send.<\/li><\/ul><\/li>
Send Voice:
<\/strong>
Sends a pre-recorded or live voice message.<\/li>
Click, select the voice option, and send.<\/li><\/ul><\/li>
WhatsApp:
<\/strong>
Sends a message via WhatsApp directly.<\/li>
Click, compose the message, and send.<\/li><\/ul><\/li>
Add Notes:
<\/strong>
Adds internal comments or observations.<\/li>
Click, write the note, and save.<\/li><\/ul><\/li>
Upload Documents:
<\/strong>
Attaches relevant files (e.g., contracts, proposals).<\/li>
Click, choose the file, and upload.<\/li><\/ul><\/li>
Add Task:<\/strong>
Assigns a task related to the lead (e.g., callback, meeting).<\/li>
Click, define the task, and save.<\/li><\/ul><\/li>
Add Appointment:<\/strong>
Schedules a future meeting with the lead.<\/li>
Click, set the date and time, and save.<\/li><\/ul><\/li>
Add Deal:<\/strong>
Creates a new deal or opportunity linked to the lead.<\/li>
Click, define the deal, and save.<\/li><\/ul><\/li>
Create Meeting:<\/strong>
Schedules an online or offline meeting.<\/li>
Click, set the meeting details, and save.<\/li><\/ul><\/li>
Add Tax Settings:<\/strong>
Adds tax details for financial transactions.<\/li>
Click, define tax settings, and save.<\/li><\/ul><\/li>
Add Quotation:<\/strong>
Generates and sends price quotes to the lead.<\/li>
Click, fill in the quote details, and send.<\/li><\/ul><\/li>
Add Invoice:<\/strong>
Creates and sends invoices for payments.<\/li>
Click, add the invoice details, and save.<\/li><\/ul><\/li>
Webform:<\/strong>
Creates or links a web form for lead capture.<\/li>
Click, define the form details, and integrate.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/body>","protected":false},"excerpt":{"rendered":"
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:<\/p>\n
\n Continue Reading <\/span><\/i><\/a>\n <\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_uag_custom_page_level_css":"","footnotes":""},"class_list":["post-998","page","type-page","status-publish","hentry"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"admin","author_link":"https:\/\/blogs.kit19.com\/Manual\/author\/admin\/"},"uagb_comment_info":0,"uagb_excerpt":"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:…","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/998","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/comments?post=998"}],"version-history":[{"count":5,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/998\/revisions"}],"predecessor-version":[{"id":1011,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/998\/revisions\/1011"}],"wp:attachment":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/media?parent=998"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}