{"id":169,"date":"2019-02-28T18:59:25","date_gmt":"2019-02-28T18:59:25","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=169"},"modified":"2023-06-05T04:41:33","modified_gmt":"2023-06-05T04:41:33","slug":"leads-board","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/sales\/leads\/leads-board\/","title":{"rendered":"How to Use the Leads Board"},"content":{"rendered":"<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/492346866?dnt=1&amp;app_id=122963\" width=\"643\" height=\"362\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">The system allows for the option of two leads views, as follows:<\/span><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><b>List View<\/b><\/td><td><span style=\"font-weight: 400;\">Shows the list of Leads.<\/span><\/td><\/tr><tr><td><b>Board View<\/b><\/td><td><span style=\"font-weight: 400;\">Shows the board with the Leads (displayed as cards). The board is divided into columns by Stages. Additionally, Leads are also grouped by priority.<\/span><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>The leads List view and Board view are available from the side menu navigation bar under the Sales Heading.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"493\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-1024x493.jpg\" alt=\"\" class=\"wp-image-9069\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-1024x493.jpg 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-300x144.jpg 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-768x370.jpg 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-50x24.jpg 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-1536x739.jpg 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-18x9.jpg 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-60x29.jpg 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-100x48.jpg 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board.jpg 1912w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><span style=\"font-weight: 400;\">The Lead card on the board can be displayed in the collapsed and expanded state.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To expand the card, click the <\/span><b>Expand&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-171 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/expand-icon.png\" alt=\"\" width=\"40\" height=\"40\">&nbsp;<\/b><span style=\"font-weight: 400;\">icon.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To collapse the card, click the <\/span><b>Collapse&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-172 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/collapse-icon.png\" alt=\"\" width=\"40\" height=\"40\"><\/b><span style=\"font-weight: 400;\">&nbsp;icon.<\/span><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"543\" height=\"292\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-Card-2.jpg\" alt=\"\" class=\"wp-image-9070\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-Card-2.jpg 543w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-Card-2-300x161.jpg 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-Card-2-50x27.jpg 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-Card-2-18x10.jpg 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-Card-2-60x32.jpg 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/04\/Leads-Board-Card-2-100x54.jpg 100w\" sizes=\"(max-width: 543px) 100vw, 543px\" \/><\/figure><\/div>\n\n\n<p><span style=\"font-weight: 400;\">The card displays the following information:<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Additionally. there is a set of icons that provide additional actions on Leads, as follows:<\/span><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><b>Lead<\/b><\/td><td><span style=\"font-weight: 400;\">Full name of the Lead. Click the Lead name to open the corresponding contact for editing.<\/span><\/td><\/tr><tr><td><b>SF<\/b><\/td><td><span style=\"font-weight: 400;\">Names of the Sales Folder which attributes to the Lead.<\/span><\/td><\/tr><tr><td><b>Follow Up Date<\/b><\/td><td><span style=\"font-weight: 400;\">Date of the planned follow-up of the Lead. Click the <\/span><b>Edit <\/b><span style=\"font-weight: 400;\"> icon to select the Follow Up Date through the date picker.<\/span><\/td><\/tr><tr><td><b>Type<\/b><\/td><td>Priority type of the Lead, as follows:<br>A<br>B<br>C<br>Nurture<br>Other<\/td><\/tr><tr><td><b>Last Quote<\/b><\/td><td><span style=\"font-weight: 400;\">Link to the recently generated Quote for the Lead.<\/span><\/td><\/tr><tr><td><strong>Activities<\/strong><\/td><td><span style=\"font-weight: 400;\">Number of activities with the Lead.<\/span><\/td><\/tr><tr><td><b>Status<\/b><\/td><td><span style=\"font-weight: 400;\">Status of the Lead.<\/span><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">To send SMS to the Lead, click the <\/span><b>Send SMS&nbsp;<img loading=\"lazy\" decoding=\"async\" width=\"20\" height=\"20\" class=\"size-full wp-image-174 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/send-sms-icon.png\" alt=\"\"><\/b> <span style=\"font-weight: 400;\"> icon. For the details on sending SMS, see the <a href=\"http:\/\/help.gjgardner.com\/nz\/hc\/getting-started\/sms-messages\/\" target=\"_blank\" rel=\"noreferrer noopener\">corresponding section<\/a>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To send Email to the Lead, click the <\/span><b>Send Email&nbsp;<img loading=\"lazy\" decoding=\"async\" width=\"20\" height=\"16\" class=\"size-full wp-image-175 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/send-email-icon.png\" alt=\"\"><\/b> <span style=\"font-weight: 400;\"> icon. For the details on sending emails, see the <a href=\"http:\/\/help.gjgardner.com\/nz\/hc\/sales\/leads\/leads-board\/\" target=\"_blank\" rel=\"noreferrer noopener\">corresponding section<\/a>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To track a meeting with the Lead, click the <\/span><b>Add Activities&nbsp;<img loading=\"lazy\" decoding=\"async\" width=\"22\" height=\"14\" class=\"size-full wp-image-176 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/add-meeting-icon.png\" alt=\"\"><\/b> <span style=\"font-weight: 400;\"> icon. For the details on adding meetings, see the <a rel=\"noreferrer noopener\" href=\"https:\/\/help.gjgardner.com\/au\/hc\/sales\/leads\/record-activities\/\" target=\"_blank\">corresponding section<\/a>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To set a new priority and stage to the Lead, click the <\/span><b>Move&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-177 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/move-icon.png\" alt=\"\" width=\"24\" height=\"15\"><\/b><span style=\"font-weight: 400;\">&nbsp;icon. In the <\/span><b>Move To<\/b><span style=\"font-weight: 400;\"> form, select the stage and priority to move the Lead to. When complete, click <\/span><b>Move<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"398\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Move-To-Board.jpg\" alt=\"\" class=\"wp-image-9188\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Move-To-Board.jpg 497w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Move-To-Board-300x240.jpg 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Move-To-Board-50x40.jpg 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Move-To-Board-15x12.jpg 15w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Move-To-Board-60x48.jpg 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Move-To-Board-100x80.jpg 100w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure><\/div>\n\n\n<p><span style=\"font-weight: 400;\">You can move Leads between stages, by dragging the Lead card from one column to another one. You can also move Leads between priorities, by dragging the Lead card from one priority row to another one.<\/span><\/p>\n\n\n\n<p>Blue Leads cards indicate that a Lead has come directly from the website. The blue colour will remain until something has changed such as the lead has been moved from the Leads stage to the Introduction stage or communication has been sent to the lead. The newest web lead will always appear at the top of the list.<\/p>\n\n\n\n<p>Red Leads cards indicate that the follow up date for that card has passed. Once the follow up date had been changed to a future date the card will change to a white colour.<\/p>\n\n\n\n<p>White Leads cards indicate that the lead is stable. The follow up date is in the future. The card is still accessible to work within the Sales folder or send communications.<\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To show Leads that relate to a specific Salesperson, select the Salesperson name from the drop down menu in the <strong>Salesperson<\/strong> menu.<\/span> <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"463\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-1024x463.jpg\" alt=\"\" class=\"wp-image-9189\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-1024x463.jpg 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-300x136.jpg 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-768x347.jpg 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-50x23.jpg 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-1536x694.jpg 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-18x8.jpg 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-60x27.jpg 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card-100x45.jpg 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/06\/Leads-Board-Card.jpg 1677w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Use the check boxes to select which leads appear on the leads board. Checking the <strong>Active<\/strong> box will only display Active leads.<\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To <\/span><strong>Show Overdue Only<\/strong> leads click on the toggle in the top right hand corner.<\/p>","protected":false},"excerpt":{"rendered":"<p>The system allows for the option of two leads views, as follows: List View Shows the list of Leads. Board View Shows the board with the Leads (displayed as cards). The board is divided into columns by Stages. Additionally, Leads are also grouped by priority. The leads List view and&#8230;<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[48,95],"ht-kb-tag":[],"class_list":["post-169","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-leads","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/169"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=169"}],"version-history":[{"count":13,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/169\/revisions"}],"predecessor-version":[{"id":9190,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/169\/revisions\/9190"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=169"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=169"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=169"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}