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Job Management

Last update 13 days ago
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How to view your leads

A Lead is an Unconfirmed event. There are different views of how you can see all of your Leads.

  1. From your dashboard, select the Leads icon.

  2. Select which type of overview you would like.

  3. The Pipeline view shows the different Status options of your Lead.

  4. The Table view shows your Leads in a table template.

  5. The Forms view, shows your forms.

    Note - You can add new Views to suit your preference. Please see How to add a new type of View on the Leads and Bookings pages


Please watch the video below for additional reference.