Lead Tracking
Keep leads organized leads as they move through your sales process.
Lead Tracking
- Add a New Lead
- Import Leads from Excel
- Enable Lead Capturing on your Company Website
- Lead Tracking Feature Guide
- Manage Column Order & Visibility for Leads
- Filter Leads
- Edit a Lead
- Edit Lead Status
- Edit Lead Types
- Edit Lead Stages
- Edit Lead Sources
- Delete a Lead
- Export Leads to Excel
- Create a Lead Call Log
- Edit a Lead Call Log
- Attach Files to a Lead Call Log
- Delete a Lead Call Log
- Create a Lead Event
- Edit a Lead Event
- Delete a Lead Event
- Filter Lead Calendar by Sales Rep
- View Lead Calendar by Day
- View Lead Calendar by Week
- View Lead Calendar by Month
- Show/Hide Completed Lead Events
- Create Lead Tracking Reports
FAQ: Lead Tracking
- What is a Lead?
- What does the Lead creation, management, and conversion process look like in ConstructionOnline?
- Can I have Leads populate into ConstructionOnline™ from my website?
- Can I customize the details on my Lead Capture form?
- Can I convert a Contact into a Lead?
- How do I add a Lead to an Opportunity?
- Should I delete Leads that I have moved to an Opportunity?
- Can I log the calls I make for my Leads?
- Can I automatically sync my Lead Calendar with my Google/Outlook Calendar?
- How can I limit which Company Users can see a Lead Event?