How to Use the Lead Inbox – Lead Center Follow
Lead Center – The “Lead Center” is located at the bottom of the lead inbox, under the “My Tasks” and “Recent Activity” windows, and is an interactive list of all of the leads that are assigned to you, or your team, so you always know what leads are newest, and what is going on with your leads or the leads of your team members at all times.
- If you have administrative access, then you will be able to see all of the leads of everyone at the firm, not just your own leads.
The “Lead Center” window in the Lead Inbox contains 3 separate, powerful search features that allow you to find any lead(s) within seconds.
- The Stackable Search Fields at the top of each column in the Lead Center grid allow you to search by First Name, Last Name, when a lead was Created, a lead/marketing Source, the Lead Status, the Type of Case, any Task within a Lead, who is the Lead Owner, who is the Current Assignee of the lead, or search within the Most Recent Notes on any lead.
- Hint: You can combine 1 or more of these stackable fields. Enter any text to allow stackable searches to find any lead within seconds. All of the search fields in the Lead Center can be combined for laser focused searches in seconds.
- The “Show Leads from” Date Range Search is located at the top of the Lead Center and allows you to quickly show leads within a specific date range as shown in the screenshot below.
- The “Search Notes” feature is located at the top-right of the Lead Center window and allows you to quickly perform a keyword search inside of the Notes of all of the leads that you have access to view.
This feature is very powerful and is similar to popular search engines such as Google, Yahoo, and Microsoft Bing and will yield search results that show you the keyword you are looking for from within the Notes in every lead.
- Hint: The “Search Notes” feature is especially useful if you are looking for a specific trend or pattern or keyword within all of your leads, where for example, a law firm focused on auto accidents may search for a specific model of vehicle that may have potential manufacturer defects that they want to research and see how many leads they have that mention this vehicle or make.
Example: If a user did a Search Notes for the Keyword “GM,” then it would yield similar results to what is displayed below in the screenshot:
(Note: however all sensitive case data has been redacted in this example)