This All Leads (Generated by Me) screen shows all leads created by the logged-in user in one place. It provides quick filters like date range, tag, status, stage, and assigned user to easily search and sort leads. Users can view key details such as contact information, lead source, creation date, and assignment status, and can assign leads, update status, and set reminders to manage follow-ups efficiently.
Screen-Funnel Management
This screen can be accessed by clicking the card on chat screen in lead funnel area.
Screen-Funnel Management