Pabau's Lead Management feature empowers you to nurture potential client relationships effectively, aiming to convert them into valued clients. Here's an overview of how to access and manage your leads within Pabau.
Accessing Leads:
Log into your Pabau account and navigate to Leads in the left sidebar menu. Click on "Leads" to enter the Lead Management section.
Leads Page Overview:
On the Leads page, you'll find a comprehensive list of all your leads, along with essential details such as name, email, date created, and lead owner, among other information.
View Options and Details:
At the top of the screen, toggle between List and Kanban View to choose your preferred lead display format. The total number of leads is also visible.
NOTE: Kanban View categorizes leads into different stages of your pipelines, providing a visual representation. Refer to this article for more information on lead pipelines.
Additionally, you can filter your leads by lead owner, or you can create views to look at leads fulfilling certain conditions.
Utilize the search bar to quickly locate specific leads.
Create new leads by clicking the "Create Leads" button.
Customize the columns displayed in your lead view by selecting "Edit columns" below the creation button.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Leads article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.