Overview
Streamline how you take control of the very top of your sales funnel with Leads in CRM. View and manage all leads forwarded from Calls 
> Booking, Follow Up
> Leads, and those that are manually created, all in a single, unified view. This helps you better track progress, prioritize next steps, and convert them into opportunities.
Who uses this feature
Administrators, managers, sales managers, and customer service representatives (CSRs)
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Open Leads screen
Go to the navigation bar and click CRM > Leads.
View Leads
The Leads screen includes three sections:
High-level KPIs
Filters
Table
High-level KPIs
Gain a snapshot of key metrics to understand performance and identify trends.
Total Leads: The total number of leads currently in your pipeline.
Avg Lead Age: The average number of days leads have been in your pipeline without being closed.
Avg New Daily Leads: The average number of new leads added to your pipeline per day.
Conversion Rate: The percentage of leads that convert into booked jobs or closed opportunities.
Filters
Find and organize leads by various criteria.
Search tab: Find leads by entering their name.
Creation Date: Date the opportunity was created. Click it to apply dates from the calendar.
Status: Indicator reflecting current position in the pipeline, such as New, Nurture, Converted, or Dismissed.
Priority: Level of priority that identifies the urgency of a lead, such as Low, Normal, High, or Urgent.
Job Type: Job type assigned to the lead. Select and apply job types from the list.
Business Unit: Business unit assigned to the lead. Select and apply BUs from the list.
Owner: Employee assigned to the lead. Select and apply employees from the list.
Tags: Tags assigned to the lead. Select and apply tags from the list.
Sort By: Organize leads by age, priority, status, name, activity, and more.
Table
Shows the following information:
Phone: Phone number associated with the lead.
Email: Email address associated with the lead.
Address: Address associated with the lead.
Status: Indicator reflecting current position in the pipeline, such as New, Nurture, Converted, or Dismissed.
Priority: Level of priority that identifies the urgency of a lead, such as Low, Normal, High, or Urgent.
Owner: Employee assigned to the lead.
Business Unit: Business unit assigned to the lead.
Job Type: Job type assigned to the lead.
Next Task: Open task on the lead.
Last Activity: Most recent activity or note logged for the lead.
Tags: Tags associated with the lead. If multiple tags are applied, the total count is displayed. Hover to view the full list.
Dismissed Reason: The reason selected when the lead was dismissed.
Manage Leads views
Create a view
Create views to quickly access saved lead lists.
On the Leads screen, drag a column from the table and drop it in the purple bar.
After the table is grouped by that column, click Save View.
From the pop-up that opens, enter a name for the view and click Save.
Access a view
On the Leads screen, click All Leads and select a view you want.
Manage views
On the Leads screen, click All Leads and select Manage Views.
From the drawer that opens, delete, change names, or set default views.
