Lead Activities

All your lead activities are saved in the Lead View in the History section to give you a deep view of the tasks performed for this lead.

What are the lead activities?

They are the tasks that you can perform on a lead in all stages:

Go ahead and hover over the links to get more details on each activity.

Where can I see the lead activities?

They are part of the lead view. You can access the lead view from 2 places:

  • In the top navigation bar, type the name of the lead or any info related to him (email, phone, URL, or custom field). Then, aNinja will find him for you. After that, click on the name and it opens the lead view.

  • From the left sidebar, click on Leads icon. It shows you the list of all the leads you have in aNinja. Find your lead among them and click on his name. That opens the lead view.

All your activities are saved in the Lead View in the History section to give you a deep view of the tasks performed for this lead.

Search for more help articles in the aNinja Knowledge base

Creating Opportunity Statuses

Creating opportunity statuses allow you to customize statuses for your lead Opportunities. By default aNinja has 3 opportunity statuses enabled: Active, Won, and Lost. You can create your own opportunity statuses.

Creating opportunity statuses

  • Here, choose the Add opportunity status

Creating Opportunity Statuses

  • Then, Name the status and set the Confidence rate.

Creating Opportunity Statuses

  • Lastly, don’t forget to Save the new opportunity to be able to use it in the lead view.

Editing Opportunity Status

  • Click on the edit pen next to the opportunity name.
  • And make the changes
  • Lastly, don’t forget to save it.

Deleting Opportunity Status

From inside the edit section, just click on the recycle bin. Afterward, the system will delete it.

Lead Opportunities

Lead Opportunities let you track what kind of financial reward you are expecting to make from a lead, in a certain interval of time, including an optional confidence interval.

Where to set the opportunities for a Lead?

Opportunities are one of the lead’s attributes that you manage in the lead view.

  • Search for the lead
  • When on the lead view, on the left side, click on Opportunities and start filling the info.
    •  Value $: Is the amount of money you expect that the lead will render to your business after closing the deal with him.
    • Period: Is the period of time that the money is expected to be collected in.
    • User: Is the user assigned to follow up with the lead on this opportunity.
    • Status: The status of the opportunity (Active / Won / Lost) according to the behavior of the lead to your deal.
    • Created Date: The day you start the pursue the lead with a specific offer.
    • Close Date: The day expected to stop the pursuit.
    • Confidence: Is the confidence rate according to the behavior of the lead to your deal.
    • Note: Leave your notes here, to pick up on them later on.
    • Don’t forget to Save your work.

Opportunities are also viewable in the Reports section.

Lead Opportunities