My Leads provides a centralised view of all your leads, with powerful filtering options that make it easy to locate and manage the specific leads you need quickly.
Accessing Leads
Log in to Leadpal Tracker:
Enter your credentials to log in to your Leadpal Tracker account.
Navigate to ‘My Leads’:From the sidebar, click on ‘My Leads’ to view a complete list of your leads. By default, the list will show the most recently updated leads first.
Sorting and Filtering Leads
Sort:
You can sort the leads by any of the following columns:
Name
Updated
Calls
Advisor
Cover Date
Status
Filter:
Each column comes with a filter option to narrow down your list:
Name: Filter by complete or partial lead name.
Updated: Filter by a specific date of last update.
Calls: Filter by the number of calls made.
Advisor: Filter by complete or partial advisor name.
Cover Date: Filter by the date a lead is set to go on cover.
Status: Filter leads by their current status: Prospect, Fact-Finding, Quoted, Won, or Lost.
Customising Your Lead View
Control Column Display:
At the top of the table, you can select which columns to display based on your preferences.
Select the Number of Entries Displayed:
Choose how many leads you want to see per page: 10, 25, 50, or all.
Search for Specific Leads:
You can use the search bar at the top of the table to quickly find a specific lead by name or other relevant details.
Viewing Individual Lead Details
Click on the name of a Lead:
Clicking on the name of a lead will take you to that lead’s page, where you can view more detailed information.
Return to Lead List:
To return to the complete list of leads, click 'Go Back'.