Overview
The Lead Manager screen (LMS) is where you view, search, filter, and act on your leads and prospects. Use this article to access the screen, use the main toolbar, find leads, and work with individual or multiple leads.
Key functionality
The Lead Manager screen lets you:
Workflow Filtering: View leads by status or bucket (stage) using Workflow filters.
Bulk Actions: Select multiple leads to update, email, transfer, document, or apply actions at once.
Lead Search: Find leads with Quick Search, date range filters, and criteria filters.
Integrated Communication: Use the Action and Communication Center to call, email, or disposition leads.
Customizable View: Pin panels and customize lead columns for your workflow.
How to Use the Lead Manager Screen
Accessing the Screen
From the main navigation menu, select My Leads.
The screen loads and displays leads based on your default or selected Workflow filter.
Confirm it worked: The My Leads screen appears and shows lead rows. If no leads appear, check your current Workflow filter.
Use the main toolbar
To use most toolbar options, first select one or more leads by checking the box next to them.
Toolbar option | What it does |
Manually add a new lead to the system. | |
Update | Appears after you select a lead. Opens a menu to Add Notes, Add an Appointment, Return, or Edit Pipeline status. |
Appears after you select a lead. Opens a menu to apply a disposition, such as Contacted, Callback, or Sold. For bulk actions, select leads in the same status.
Note: Different statuses may show different actions based on your workflow. | |
Export your lead list to a file. | |
Go to the lead import tool. | |
Transfer selected leads to another user. | |
Send an email to selected leads. | |
Call | Initiate a call to selected leads using your integrated phone solution, such as SalesExec Dialer. |
Filters | Show or hide the filter panel to narrow your lead list. |
Add selected leads to an automated email nurture campaign. |
Search and filter leads
Quick Search: Use the Quick Search Leads... bar at the top to search by phone number, last name, email address, or other key fields. Results are ordered by most recent update.
Workflow filters: Use filters to view leads by status or stage.
Date Range Filter: Use the FROM and TO calendar filters to find leads created or updated within a specific time period.
Work with an individual lead
Right-click menu: Right-click any lead in the list to open a context menu. Use it to view Lead Details, add notes, schedule appointments, and more.
Action and Communication Center: Use this pinned panel to log calls, send emails, and disposition leads without opening a separate screen.
Best practices
Use the Right-Click Menu for single-lead tasks. It is often the fastest way to access common actions.
Pin panels with Pin Left or Pin Right to keep the Action and Communication Center visible.
Use bulk actions to update status, assign a nurture campaign, or transfer multiple leads at once.
Combine Workflow filters with Quick Search and date ranges to surface the most relevant leads.
Troubleshooting
If you cannot find a lead, check your current Workflow filter. It may be set to a status the lead is not in. Use Quick Search with a broad term, such as a last name, or select All Leads.
If Update or Actions is not clickable, select at least one lead by checking its box. Confirm you selected leads in the same status. Actions may vary by workflow setup.
If a column is missing, customize the Lead Manager screen layout to add, remove, or reorder columns.
FAQ
What is the Lead Manager screen?
It is the central screen for managing all leads and prospects. You can view, search, filter, and act on leads from one place.
How do I find a lead quickly?
Use Quick Search Leads... with a phone number, last name, email address, or other key field.
Why can't I click Update or Actions?
You must select at least one lead first. For bulk actions, select leads in the same status.
Can I work multiple leads at once?
Yes. Select multiple leads, then use bulk actions such as Update, Email, Transfer, or Nurture.
Can I change the columns I see?
Yes. The Lead Manager screen layout can be customized to add, remove, or reorder columns.