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Managing leads in the HeyZack Partner Portal covers the full lifecycle of an opportunity — from logging the first contact through to updating details as the deal progresses. This page walks you through every action you can take on a lead.

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Adding a new lead

To create a lead, click New Lead in the top-right corner of the Leads page. A dialog opens with a form containing the following fields:
  • Lead name — A descriptive label for the opportunity. This is the primary identifier shown in list and Kanban views.
  • Email — The customer’s email address. The portal validates that the value is a properly formatted email before saving.
  • Priority — Choose High, Medium, or Low. Defaults to High.
  • Contact number — Customer phone number.
  • Location — Site or service address.
  • Value — Estimated deal value in EUR. Enter a number without the currency symbol.
  • Installation partner — Select a partner from the dropdown to assign responsibility for the installation.
  • Source — Where the lead came from. The list is populated dynamically from your account’s configured sources.
  • Contact date — The date you first made contact. Use the date picker to select a value.
  • Follow-up date — The next scheduled follow-up date.
  • Notes — Any free-text notes you want to record at creation time.
1

Open the Add Lead dialog

Click New Lead in the top-right corner of the Leads page.
2

Fill in the required fields

Enter a Lead name, a valid Email, and select a Priority. These three fields are required before you can save.
3

Complete the optional fields

Add contact number, location, value, source, dates, and any initial notes as needed.
4

Save the lead

Click Add Lead. The portal saves the record and refreshes the lead list to include the new entry.
Priority labels support both English and French. You select the English label in the form; the portal displays the appropriate label based on the interface language.

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Editing a lead

You can edit any lead directly from the list view without opening the full detail page.
1

Find the lead

Locate the lead in the list view using the search bar or status filter if needed.
2

Click Edit

Click the Edit button (pencil icon) on the lead row. The same Add Lead dialog opens, pre-filled with the current values.
3

Update the fields

Change any fields you need to update.
4

Save your changes

Click Update Lead. The portal saves the changes and refreshes the list.

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Deleting a lead

Deleting a lead permanently removes it from the portal. This action cannot be undone.
1

Click Delete

Click the Delete button (trash icon) on the lead row in list view. A confirmation dialog appears asking you to confirm the deletion.
2

Confirm the deletion

Review the lead name shown in the confirmation dialog, then click Delete to proceed. Click Cancel to abort without making any changes.
Deleting a lead removes all associated data including notes, documents, and timeline history. Make sure you no longer need the record before confirming.

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Viewing lead details

Clicking anywhere on a lead row opens the Lead Details page for that lead. The detail page is organised into five tabs:
TabWhat you’ll find
DetailsContact information (name, phone, location, source) and lead information (value, creation date, assigned to)
QuotesQuotes attached to this lead
TimelineA chronological history of all activity on the lead
NotesA running log of notes you and your team have added
DocumentsFiles attached to the lead (PDFs, images)
Use the back arrow in the top-left of the detail page to return to the Leads list.

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Adding and managing notes

Open the Notes tab on any lead detail page to add, edit, or delete notes.
1

Type your note

Enter your text in the note input field.
2

Save the note

Click Add Note. The note appears at the top of the note history with your name and a timestamp.
To edit an existing note, click Edit on the note, update the text, then click Save. To delete a note, click Delete on the note entry.

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Uploading documents

Open the Documents tab to attach files to a lead. Supported formats are PDF, PNG, and JPEG. Maximum file size is 20 MB per file.
1

Select files

Click the upload area or drag files onto it. Selected files appear as a list inside the upload zone.
2

Upload

Click Upload. A loading indicator shows progress. When complete, the files appear in the document list below the upload area.
To download a document, click Download on the file entry. To delete a document, click Delete and confirm in the dialog that appears.

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Lead priority levels

Every lead has a priority that signals how urgently it should be worked. Priorities are displayed as colour-coded badges throughout the portal.
PriorityBadge colourWhen to use
High (Haute)RedLeads that need immediate attention or are at risk of going cold
Medium (Moyenne)YellowLeads that are active but not urgent
Low (Basse)GreenLeads that are in early stages or have a longer timeline
Keep priorities up to date as leads progress. A lead that was High priority at creation may become Medium once the quote has been sent and you are waiting on a response.

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Lead sources

The Source field records how a lead was originated. The list of available sources is loaded dynamically from your account configuration, so the options you see reflect the channels your organisation tracks (for example, referrals, website enquiries, trade shows, or direct outreach). If you need a new source added to the list, contact your account administrator.

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Searching and filtering

The search bar and status filter at the top of the Leads page work together to help you find specific leads quickly.
  • Search — Type any part of a customer name, contact number, or location. Results update as you type.
  • Status filter — Select a status from the dropdown to show only leads at that stage. Select All Leads to clear the filter.
The total count shown next to the list heading reflects the number of leads that match your current search and filter combination.

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Using Kanban view

Kanban view displays your pipeline as a set of columns, one for each status. Each lead appears as a card showing the customer name, location, priority badge, deal value, and quote count.
1

Switch to Kanban

Click the Kanban button in the filter bar to switch from list view.
2

Review your columns

Each column represents one status. The column header shows the status name and the number of leads in that stage.
3

Move a lead

Drag a lead card from its current column and drop it onto the target column. The lead’s status updates immediately to match the column it was dropped into.
4

Open a lead

Click on any lead card to open the full Lead Details page.
The search bar and status filter also apply in Kanban view. If you have a status filter active, only the matching column is populated with leads.