Leadmastro - Lead Management
Effortlessly Track, Qualify, and Nurture Leads to Drive Conversions
Overview
The Leads Page in Leadmastro offers a streamlined and intuitive interface for managing potential clients. It empowers users to efficiently organize, prioritize, and engage with leads throughout the customer journey. This guide outlines all visible features and capabilities of the Leads module to optimize your daily tasks.
Key Features
Search & Advanced Filters
- Search Bar: Perform quick lookups by entering lead Name, Company, or Email.
- Sorting & Prioritization :Columns such as Name, Company, Owner, Stage, and Created At support ascending/descending sorting, enabling users to prioritize leads based on relevance or urgency.
- Filters Panel: Clicking the Filters button opens an advanced sidebar panel offering extensive filtering options.
Available Filter Categories:
Users can filter leads based on a wide range of attributes to tailor the data view to their business goals:
- Each filter supports two basic filter types:
- Is Empty: Displays only those records where the selected column has no value.
- Is Not Empty: Displays only those records where the selected column contains some data.
| Filter Attribute | Filter Conditions / Options |
| Lead Stage | Is Empty, Is not Empty, New Lead, Contacted, Qualified Lead, Engaged, Proposal Sent, Negotiation, Closed – Won, Closed – Lost, Disqualified Lead |
| Owner | Filter by lead assignee (sales representative or team member) |
| Name | Enter specific lead names |
| Email address search | |
| Phone | Filter by phone number |
| Company Name | Filter leads by organization name |
| Job Title | Filter based on professional designation |
| Website | Search by linked website domain |
| Source | Track the origin/source of the lead (e.g., ad campaign, referral) |
| Deal Size | Filter by deal value or range |
| Conversion Probability | Prioritize leads based on estimated success rate |
| Tags | Filter by lead-specific labels (e.g., Demo Done, Upsell Opportunity) |
| Created At | Filter leads based on date of creation |
New Lead Creation
- New Lead Button: Easily accessible in the top-right corner, this button allows users to initiate the creation of a new lead with minimal input.
For detailed information on creating a new lead, please refer to the document linked below.
https://help.leadmastro.com/en/article/leadmastro-creating-a-new-lead
Column Customization (Column Selector)
- Accessed via the column settings icon on the top-right of the leads table.
- Provides a customized view by letting users select or deselect specific columns.
- Name is a mandatory column and cannot be deselected.
- Users must have a minimum of 5 columns selected to maintain a valid dashboard view.
- This flexibility allows users to tailor their lead dashboard to show only the most relevant information.
Leads Table View
The leads are presented in a dynamic, sortable table with the following columns:
| Column | Description |
| Name | Hyperlinked to individual lead profiles. Clicking opens detailed lead information. |
| Company | Displays the lead's affiliated organization (if provided). |
| Tags | Color-coded tags highlight key information such as Demo Done, Budget Approved, 10% Discount, or Upsell Opportunity. A numeric indicator shows the number of additional tags. |
| Owner | Identifies the team member responsible for nurturing and converting the lead. |
| Stage | Reflects the current status of the lead in the sales funnel, including stages like: •New Lead •Contacted •Engaged •Qualified Lead •Proposal Sent •Negotiation •Closed-Won •Closed-Lost |
| Created At | Indicates the date and time the lead was added, helping with recency-based prioritization. |
| Email address for direct contact. | |
| Source | Identifies the origin of the lead (e.g., WhatsApp, Referral, Social Media, Website). This helps in source tracking and campaign performance analysis. |
| Website | Provides the lead's company or personal website, if available, useful for pre-call research. |
| Phone | Displays the primary contact number of the lead. |
| Job Title | Shows the lead’s professional designation, offering insight into their decision-making power. |
| CP (Conversion Probability) | Shows a percentage-based estimate of the lead’s likelihood to convert, assisting in prioritization. |
| Deal Size | Indicates the estimated or confirmed deal value in currency terms (e.g., USD). |
| Contact Options | Provides direct actions via WhatsApp or Email for immediate outreach. Icons allow quick engagement. |
Communication Shortcuts
- WhatsApp Icon: Opens a chat with the lead directly in WhatsApp.
- Email Icon: Launches the default or integrated email client to initiate communication seamlessly.
Key Benefits
- Customizable Interface: Tailor the view with column selection to focus only on what matters to your role.
- Centralized Lead Management: View and manage all leads from a single, organized interface.
- Faster Conversions: Instantly communicate with leads via integrated WhatsApp and Email actions.
- Custom Views & Filtering: Search, filter, and sort data based on your specific sales strategy.
- Enhanced Accountability: Lead ownership assignments promote responsibility and performance tracking.
- Smarter Segmentation: Tagging system enables categorization and targeted engagement strategies.
Final Thoughts
The Leads Page is a dynamic environment for high-performance sales teams. Its customizable views, efficient communication tools, and intelligent sorting make it an indispensable tool for lead engagement and conversion. With the ability to tailor the layout to your workflow, Leadmastro ensures you stay focused, agile, and effective.