The Lead History page allows you to view and manage all the leads you've received over time. Here's a quick guide on how to navigate and use the features on this page:
1. Viewing Lead History
Lead Overview: This page displays a comprehensive list of all the leads that have been sent over to you. You can view important details such as the lead's line of business, the date sent, and other relevant information.
Sorting Options: You can sort the leads by various criteria like the line of business or the date they were sent. In future updates, there might be a filter option to sort by NAICS code instead of by caller for better categorization.
2. Viewing Lead Details
Detailed Information: By clicking on any lead, you’ll be able to see all the details similar to what you receive in your lead alerts. This helps you review any specific information related to each lead.
3. Reporting Issues and Requesting Credit
Raise an Issue: If there's a problem with a lead, such as missing information, you can raise an issue directly from the Lead History page. Simply click on the lead, describe the issue (e.g., "Missing information in the notes"), and submit it to the Leadforce team.
Status Updates: Once you raise an issue, the lead will be highlighted in yellow to indicate that the issue is pending. You'll also receive an email notification once the team responds.
4. Refreshing and Monitoring Lead Status
Real-Time Updates: After raising an issue, refreshing the page will show the updated status of the lead. You'll know when the issue is under review and pending a response.
Summary
View and sort all historical leads.
Report issues and request credits directly from the page.
Monitor the status of raised issues in real-time.
If you have any additional questions or need further assistance, feel free to reach out!