{"id":1744,"date":"2023-02-10T04:42:24","date_gmt":"2023-02-10T04:42:24","guid":{"rendered":"http:\/\/pracmate.com\/helpcenter\/?page_id=1744"},"modified":"2023-08-01T12:51:01","modified_gmt":"2023-08-01T12:51:01","slug":"how-can-i-manage-leads","status":"publish","type":"page","link":"https:\/\/pracmate.com\/helpcenter\/leads\/how-can-i-manage-leads\/","title":{"rendered":"How can I manage leads ?"},"content":{"rendered":"\n\t<div class=\"wp-video-popup-wrapper\">\n\t\t<div class=\"wp-video-popup-close\"><\/div>\n\t\t<iframe class=\"wp-video-popup-video is-hosted is-landscape is-resizable\" src=\"\" data-wp-video-popup-url=\"https:\/\/www.youtube.com\/embed\/s24LZfczC_E?autoplay=1\" frameborder=\"0\" allowfullscreen allow=\"autoplay\">\n\t\t<\/iframe>\n\t<\/div>\n\t\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50 has-custom-font-size wp-video-popup has-small-font-size\"><a class=\"wp-block-button__link has-white-color has-text-color has-background wp-element-button\" style=\"border-radius:10px;background-color:#0047ab\"><i class=\"fa  fa-play-circle-o\"><\/i> Watch Video Tutorials for Manage Leads<\/a><\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can Manage leads, set follow up dates, set ratings and keep track on the progress through progress notes.<\/li>\n\n\n\n<li>If we convert Lead into Client it will move to Client.<\/li>\n\n\n\n<li>By default it will display listing page along with Add New Lead and Search option on page.<\/li>\n\n\n\n<li>After adding new lead it will display table as Lead No., Company Name, Client Type, Lead Owner, Status Lead Rating and Actions with View, Edit, Create Proposal, Add Note, Delete options.<\/li>\n\n\n\n<li>Lead No.: It will display lead details.<\/li>\n\n\n\n<li>Company Name: It will display lead details.<\/li>\n\n\n\n<li>Client Type: It will display Client Type based on the selection.<\/li>\n\n\n\n<li>Lead Owner: It will display Lead Owner from the Internal Ref.<\/li>\n\n\n\n<li>Status: It will display Lead Status from the Internal ref.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/lead\/lead_01.png\" alt=\"\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Search<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">It will display search option with many filters like\u2026<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select Tags(s), Select Lead Rating(s), Select Lead Owner(s), (s) Select Client Type(s), Select Lead Status(s), Select Next Follow up date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Based on filter it will display result respectively if it\u2019s present, either it will display No Result Found.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reset \u2013 If user have applied search filter then it will be reset the filters.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/lead\/lead_02.png\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Search It will display search option with many filters like\u2026 Select Tags(s), Select Lead Rating(s), Select Lead Owner(s), (s) Select Client Type(s), Select Lead Status(s), Select Next Follow up date. Based on filter it will display result respectively if it\u2019s present, either it&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1742,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"class_list":["post-1744","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I manage leads ? - Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pracmate.com\/helpcenter\/leads\/how-can-i-manage-leads\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I manage leads ? - Help Center\" \/>\n<meta property=\"og:description\" content=\"Search It will display search option with many filters like\u2026 Select Tags(s), Select Lead Rating(s), Select Lead Owner(s), (s) Select Client Type(s), Select Lead Status(s), Select Next Follow up date. 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