The screen at a glance
A labelled map of the Sales Lead Portal - nav, filters, KPI tiles and charts.
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Overview
The Sales Lead Portal is a desktop app - a collapsible left-hand nav, a title bar, and one content area that swaps between the Dashboard, the Leads list, and a lead’s own detail screen.
- Header - company name, current user, and Logout
- Left nav - Dashboard, Leads, and (collapsible) the hamburger toggle
- Filter panel - Status, Division and Sales Person (admins only)
- KPI tiles - pipeline value, lead count and win rate for the current filter
- Charts - pipeline broken down by salesperson, division or status; click a segment to drill in
See also
- New to the vocabulary? Start with Leads and the pipeline.
- Want the dashboard in detail? See The dashboard.
- Looking for the leads grid? See The leads list.
- Just want to get something done? Jump straight to Create a lead.