We've introduced a new tab "Leads" in the My Assistant. This tab provides a streamlined view of your leads, focusing on key information for quick access. This allows you to efficiently manage your leads without being overwhelmed by details. For comprehensive information, you can still refer to the original Files / Leads Overview
Funnel on top
The numbers at the top represent data about Leads at a particular Lead stage group
Total leads in a particular Lead stage group (clickable)
Name of Lead stage group
Overview of each Lead stage
Clicking on each of the Lead stages at the top will load a related overview below
The columns
Name
Stage
Stage changed (shows how long it has been since the match was set to the current phase)
Start date
Procedure
Contact
Company
Owner
Column Stage and Owner are inline editable from the overview
Check the colleagues' Leads dropdown
The overview initially loads Leads related to the current user
To view Leads for another user (up to 10), select or search for their name
Clicking the clear icon resets the dropdown to show Leads for the current user again