WebPlatform Documentation

Lead List

Where you can select the view
- New Leads
  (Status = 01.Unallocated & 02.Allocated)
- Pipelined Leads
  (Status = 04.Accepted & 05.Pipelined)
- Closed Leads
  (Status = 06.Won, 07.Lost, & 08.Abandoned)
Access standard webplatform functionality
- Filter
- Download
- Advanced Search
- Show Field chooser
- Reset Fields
- Create filter

Change page size

Updating Leads from the grid

Editing leads in the lead details page

In the action table click Edit
The “Lead Details” page will appear, with these sections:
- Company/Contact Details
- Lead Status Details
- Lead Value (Values in $,€,£)
  - Based on each campaign set up
- Allocation
  - Field Names (based on each campaign set up)
  - Selections (based on each campaign set up)
Actions: Close, Save Changes & Cancel Changes

Editing the Comments Section:

Click Comments page to access:
- General Comments (non-editable)
  - This is from the calling system
- Field Comments (editable)
  - Where updates, lead follow up actions can be documented
  - Spell check available
Actions: Close, Save Changes & Cancel Changes

Closed Leads: Reason Capture

It is mandatory to select a reason for closed leads

Reasons for status = 03.Rejected

Reasons for status = 07.Lost

Reasons for status = 08.Abandoned

What happens to Abandoned, Rejected or Lost leads?

Reporting for closed reasons & what to do to add new reasons