What a lead contains
Each lead record stores the following information:| Field | Description |
|---|---|
| Lead name | A unique label for the opportunity (e.g. “Smith Residence – Solar Install”) |
| Customer name | The name of the end customer |
| Contact number | Customer phone number |
| Customer email address | |
| Location | Site or service address |
| Status | Current stage in the sales pipeline |
| Priority | Urgency level: High, Medium, or Low |
| Source | How the lead originated (pulled from a dynamic list) |
| Value | Estimated deal value in EUR |
| Assigned to | The team member responsible for this lead |
| Notes | Free-text notes added over time |
| Quotes | Quotes attached to the lead |
Priority labels support both English and French. In the portal, you will see the English label (High, Medium, or Low) in priority badges regardless of the interface language setting.
Two ways to view your leads
The portal gives you two view modes for browsing your pipeline. Toggle between them using the List and Kanban buttons in the filter bar.- List view
- Kanban view
List view displays all leads in a paginated table, five leads per page. Each row shows the lead name, customer name, status badge, priority badge, contact number, location, creation date, source, assigned team member, and deal value at a glance.Use list view when you need to scan a large number of leads, compare values, or quickly jump to a specific record.
Searching and filtering
A search bar and a status filter appear above the lead list on every view. You can use them together or independently.- Search matches against customer name, contact number, and location.
- Status filter narrows the list to a single pipeline stage, or shows all leads when set to “All”.
Next steps
Add, edit, and delete leads
Add, edit, and delete leads
Learn how to create a new lead, update an existing one, and remove leads you no longer need. See Managing leads.
Understand the status workflow
Understand the status workflow
Every lead moves through a defined set of statuses from first contact to completion. See Lead statuses for a full explanation of each stage and the typical progression through the pipeline.