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admin panel-users

Leads

The Leads admin panel enables efficient management and tracking of potential customers. It provides a centralized dashboard for viewing, organizing, and analyzing lead data. Users can capture new leads, assign them to team members, monitor their progress through the sales funnel, and track interactions in real time.


Key Features

  • Lead Management: Access a structured list of leads with detailed information.
  • Advanced Filters & Search: Quickly locate leads using filters for **User ID, Manager, Email, Phone, Country,** and **Status**.
  • Lead Assignment & Tracking: Assign leads to team members and monitor their engagement history.
  • Reports Download: Generate and download detailed reports on the lead's projects for offline analysis and record-keeping.
  • Status & Activity Monitoring: Track lead activity, including registration details and last online status.


How to Use

Viewing Leads

1. Navigate to the "Leads" section in the dashboard.

2. The lead table displays the following details:

  • User ID: Unique identifier for each lead.
  • User Name: Name of the lead.
  • Info: Provides direct access to the lead's detailed info card and downloadable reports for all associated projects.
  • Manager: The assigned team member handling the lead.
  • E-mail: Contact email of the lead.
  • Phones: Available phone numbers.
  • Sites: Websites linked to the lead.
  • Country: The lead’s country, represented by a flag icon.
  • Registration Date: Date the lead was added to the system.
  • Online Status: Most recent online activity of the lead.

Filtering Leads

Use the search and filter options above the table to refine results:

  • User ID: Locate a lead by its unique identifier.
  • Manager: Filter leads by assigned manager.
  • E-mail: Search leads by their email address.
  • Phone: Find leads using their phone number.
  • Country: Use the dropdown to filter leads by country.
  • Status: Sort leads based on their current status.


Assigning Leads to a Manager

  1. Identify the lead you want to assign.
  2. Click the "Edit" icon in the "Manager" column.
  3. Select a manager from the dropdown.
  4. Confirm by saving the changes.


Downloading Lead's Project Reports

  1. Click the "Download" icon in the "Info" column to download reports related to the lead's projects.
  2. The reports will be saved as a file for offline review and analysis.