- Click ‘Leads’ in the main menu on the top.
- Here, all new leads available to your Team are sorted by leadtype or lead type bundle. The numbers next to each lead type indicate the amount of leads it contains.
- Click any lead type for an overview of all leads in that type.
- You can now see a list of leads with 'Contact/Account', 'Lead type', 'Interest' (if known), Date/Time of lead assignment and 'Respond within' (if escalations exist). Click in the line of a specific lead to see the details.
- If you want to receive email notifications about new incoming leads, find out more about it that here.
Click here to learn about accepting or rejecting a lead.