Leads Dashboard

Sales leads, follow-ups, and proposals in one place

Review the newest leads, manage follow-up timing, update lead details, and move straight into proposal creation without leaving the list.

Open Leads Callout Map
Focus

Filter the list quickly by category and keep overdue follow-ups visible.

Workflow

Edit leads, schedule reminders, and jump straight into proposal actions.

List Controls

Lead filters and actions

Use the category filter to narrow the list, then clear it when you want the full lead board back.

Lead is removed from the callout map when follow-up is switched off.
Lead Table

Current leads

Showing the latest 50 leads from the data source.

Message Address Contact Sort Status Category Follow-up Action Call out Countdown