Managing Your Purchased Leads
Track, organize, and work your purchased leads from the My Leads dashboard.
Accessing My Leads
Desktop
- Navigate to Leads > My Leads
- Table view with all leads
- Filter and search tools
Mobile
- Tap Leads > My Leads
- Card-based lead list
- Pull to refresh
Desktop My Leads View
Table Layout
Columns showing:
- Lead name/contact
- Status badge
- Deal stage
- Purchase date
- Actions menu
Sidebar Details
Click lead to open details panel:
- Full contact information
- Questionnaire responses
- Activity history
- Notes
Bulk Actions
- Select multiple leads
- Bulk stage update
- Bulk forward
- Export selected
Mobile My Leads View
Card Layout
Each lead card shows:
- Name and key info
- Stage indicator
- Last activity
- Tap for details
Full-Screen Details
- Contact info section
- Scrollable questionnaire
- Action buttons at bottom
- Swipe to navigate
Quick Actions
- Tap phone to call
- Tap email to send
- Quick stage change
- Forward button
Filtering Leads
Desktop Filters
- Status dropdown
- Deal stage multi-select
- Date range picker
- Search box
Mobile Filters
- Tap filter icon
- Select from options
- Apply filters
- Clear all option
Updating Lead Stage
Desktop
- Click lead to open
- Click stage dropdown
- Select new stage
- Add notes (optional)
- Saves automatically
Mobile
- Tap lead card
- Tap current stage badge
- Select from picker
- Add note if needed
- Tap Save
Forwarding Leads
Desktop Forward
- Click Forward button
- Enter email or select user
- Add message (optional)
- Click Send
Mobile Forward
- Tap Forward icon
- Choose recipient type
- Enter details
- Tap Send
Lead Actions
Call Lead
- Desktop: Click phone number
- Mobile: Tap phone icon (opens dialer)
Email Lead
- Desktop: Click email address
- Mobile: Tap email icon (opens mail app)
Add Notes
- Desktop: Type in notes panel
- Mobile: Tap Add Note, type, save
