📋 Leads Dashboard Overview
The Leads Dashboard in Deal Manager provides a centralized view of all active leads that a user has access to. It includes filtering tools, drillable insights, and quick access to lead details and activity feeds.
🚪 How to Access the Leads Dashboard
To open the Leads Dashboard:
Navigate to the Pipeline dropdown in the main menu.
Select Leads.
🔍 Filtering Leads
Available Filters
At the top of the dashboard, users can filter leads using the following criteria:
Tenant Name
Property
Desired Area
Market
Additional filters under the “More” dropdown, including:
Lead Sources
Any User Defined Fields (UDFs) configured in Company Settings
Applying Filters
After selecting your filters, click the green Search button to apply them.
Saving Filters
Click the Save button to store your filter set.
Access saved filters via the Saved Filters section.
📊 Dashboard Tiles
The top section of the Leads Dashboard includes drillable tiles that provide quick insights into lead metrics:
Tile Name | Description |
Leads by Substage | View leads grouped by their current substage. |
Leads by Source | See leads categorized by their origin or source. |
Lead Stats | Access summary statistics for all active leads. |
Clicking any tile will display leads that match the selected criteria.
📋 Viewing Lead Details
Filtered leads appear in the bottom portion of the dashboard. Each lead record includes:
Tenant Name
Property
Market
Additional lead-specific fields
Accessing a Lead
Click anywhere on a lead record to open its details.
Click the Add/View hyperlink to open the lead’s Activity Feed.
📞 Contact Support
If you need assistance with the Leads Dashboard, please contact our support team:
Email: [email protected]
Phone: +1 (800) 555-0199
Live Chat