Navigating the Dashboard
When you log in, you’ll land on the main Leads Dashboard. Here’s what you’ll see:
1. The Pipeline View
The most prominent feature is the Pipeline View, which displays your leads as cards organized into columns. Each column represents a stage in your sales process.- Drag and Drop: You can easily move a lead from one stage to the next by simply dragging and dropping their card.
- At-a-Glance Info: Each lead card shows key information, including their name, job title, and ICP score.
2. Standard Views
On the left sidebar, you’ll find Standard Views. These are pre-built filters to help you quickly access important segments of your leads:- All Leads: See every lead in your system.
- Needs Contact: This crucial view shows you all the leads that are waiting for you to reach out. Stay on top of this list to ensure no opportunity slips through the cracks.
- Hot Leads: View leads with a high ICP score who have recently engaged with your content.
3. Custom Views
For more granular control, you can create Custom Views. This allows you to save specific combinations of filters that you use frequently. For example, you could create a custom view for “Marketing Managers in the SaaS industry that I haven’t contacted this month.”4. Filtering and Searching
At the top of the dashboard, you’ll find powerful filtering and searching options:- Search Bar: Quickly find a specific lead by name or company.
- Filter Dropdowns: Filter your leads by:
- ICP Score
- Pipeline Stage
- Last Contact Date
- Custom Tags