Leads

Leads have two Types:

  • Imported - virgin leads with no contact made, so as yet no Campaign assigned. You can't view these, as the template for viewing a lead is always determined by a Campaign.

  • Saved - at least something has changed. Editing details or making a call immediately links the Lead to a Campaign. You can view these and their calls and listen to call recordings.

You can access Leads under the Donors section and Listen to all call recordings in app. 

leads_list.png

Favourite filters

If you haven't used these before, now's the perfect opportunity:

leads_conditions.png

Create filters and then save them for quick button access. Just create a filter and hit the save button.