The Lead View
The lead view is divided into 4 sections:
- The Lead’s Activities: are on the left side.
- The workflows: are on the top right.
- Here, you can specify the status of the lead in the sales, marketing, or any other workflow that you have added.
- The Lead’s Interactions: are on the right side.
- The Lead History: are in the middle of the page.
Accessing the lead view
You can access the it from 2 places:
- On the top navigation bar, type the name of the lead or any info related to the lead (email, phone, URL, or custom fields). aNinja will find them for you. Click on the name. Then the system opens the lead view.
- From the left sidebar, click on Leads. It will show you the list of all the leads you have in aNinja. Find your lead among them and click on the name. Then, the system opens the lead view.