Leads

Keeping track of leads and making sure no prospect is lost in your sales process is a stressful and frustrating process. That’s why RunSensible has so many features to help you organize your leads and keep track of them. The articles below will teach you how to move your leads in your sales funnel. We have a few tricks up our sleeves to take some pressure off of you, so sit back and relax.

Accessing Lead List

To view the leads you have previously added, click on the Leads located in the left-hand side menu.

Creating and Adding Information to a New Lead

To create a new lead, click on the New button at the top right corner of your screen.

Customizing Lead Views

After saving, your new lead will appear in the Leads list alongside your existing leads. Here, you can view your leads in two different ways.

Using Quick View and Detailed View for Leads

In Table View mode, each lead has two buttons on its left side. The first is the Quick View button. Clicking this button opens a small panel on the right side of the Leads panel, offering a brief overview of the selected lead.

Merging and Deleting Leads

The Convert button under Quick View enables you to transform a lead into a contact.

Exporting and Managing Leads

The Export Excel button enables you to generate an Excel file that contains all the information related to the selected leads.

Searching for Specific Leads

In the top middle of this list, there is a Search box, which you can use to quickly find a specific lead. Enter the name or keyword associated with the lead you are looking for, and the search function will help you locate it instantly.

Using Board View for Managing Lead Stages

To better manage and visualize the progress of your leads, you can switch to the Board view by clicking the Board button in the top right corner of your screen.

Lead Status

With RunSensible, you can manage all your leads in a way that helps convert them into clients. Once a lead is added to your list, you must decide their path and establish a process to turn them into clients.

Managing Lead Communication and Tasks

Once you have accessed the full-screen details view, you will notice it is divided into two main sections.