CRM Management
Here you will find how to manage leads and contacts with LimePhone
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Here you will find how to manage leads and contacts with LimePhone
Last updated
Was this helpful?
We will take a close look at all aspects and functions of the Lead View within your Dashboard.
To view and manage all aspects of your Lead's journey, go to:
LimePhone Lead View
View Calls and Outbound Calls.
Calls can be filtered into Missed, Answered, Voicemails and All providing an overview of all leads.
The Filter panel gives an overview of your leads status.
Your Leads - Leads that have been assigned to you.
Unassigned - Leads yet to be assigned to a Team Member
All Assigned - All Leads assigned to Team Members
New - New Leads
Closed - Leads your have closed
Bad Fit - Leads that are not suitable
Favorites - Leads you have marked as favorites
You can are able to filter the view by Lead Owner, Agent, Call Type, Lead Score etc.
View each Lead at a glance with Date, Contact, Source, Owner, Qualification, Call Info including Call Recording Playback, Tags and Actions.
Lead Preview
Preview each Lead with a detailed insight at an immediate glance.
This allows you to multiple 'Quick Actions' depending on the Lead.
Quick Actions include Owner, Lead Score, Lead Interest, Lead Status, Lead Stage and Tags.
All of which can be instantly updated as your team connect with the Lead.
One click to Call, Callback or Send SMS.
View all Lead information including Lead Form & Data, Insights, Activities and Timeline to better make informed decisions.
Team can add additional notes directly from the Preview Panel.
Full Lead Profile
To view a Lead's Full Profile select the Lead Preview button, and select 'Full Profile.
Full Lead Profile provides a complete details view of each Lead.
Qualify the Lead as a Good or Bad fit.
You are able to Share the Lead, and change Owner, Score, Interest, Status, Lead Stage and Tags.
Add additional Tags to track your Leads.
All Lead activities, calls, emails, SMS, Logs and Team Updates.
Drop down sections allow you to quickly view Call Logs, Contact Info, Agent Feedback, Insight Info, Lead Device Data, UTM Info and a complete Customer Journey Summary.
LimePhone's Lead Section allows your team complete control at every stage, in each view.
