We make it easy for you to keep track of each and every one of your leads, right here in your Aisle Planner account. The hub of all activity centered around managing and booking new business lives right here, in our newly redesigned Lead Index. Here's everything you need to know.
Let's Get Acquainted!
First thing's first - to access your new lead manager, click on the sales tab. If you haven't added any leads just yet, you'll see a quick intro and a helpful link to help you get even more acquainted with your lead manager.
The Actions Button
Toward the right of your screen, you'll see an ACTIONS button. This serves as the hub for most primary functions here within your Leads Index. By clicking the ACTIONS button, you can access the drop down menu that enables you to:
Create a new lead
Designate default lead assignments
Designate who gets notified when a new lead hits your inbox
Customize your booking process (those buckets at the top!)
Access a shortcut to manage ALL your lead settings (so you can do things like create your custom services, lead sources, and more!)
Download your leads (CSV file)
Your Booking Process
At any point in time, you see how many leads you have in each phase of your booking process, and you can click on any of these buckets for a filtered view of each.
Pro tip: While we've populated your account with a basic booking flow, you JUST might want to fine tune how leads flow through your sales process. These status buckets can be customized - just click on the ACTIONS button and select the CUSTOMIZE YOUR BOOKING PROCESS.
*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!
Customizing Your Lead Index View
You can customize your view via the VIEW OPTIONS menu. You can:
Drag and drop to reorder your columns
Hide columns that don't matter as much to you (but don't worry, anything you hide in this view is still visible within each lead record)
COMING SOON: Change your view from default to compact view to see more leads on each page.
Pro Tip: To reorder columns, click - then hold - on any lead status in the view options menu to enable drag and drop.
*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!
Adjusting your page views
At the bottom of each page, you can adjust the number of leads shown per page and select NEXT or PREVIOUS to move from page to page.
*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!
Sorting Your Lead Data
To sort your data, click on the column heading. While we'll be adding more sorting options soon, for now, you can sort the following columns:
Lead Contact - alphabetical by first name
Event Date - chronological order
Inquiry Date - chronological order
Status - alphabetical by status
Last Contacted - chronological order
*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!
Editing Your Lead Data
While you can edit all information associated with a lead within the lead record, there's a few pieces of information that you can edit directly from your Lead Index.
You can:
Change who is assigned to a lead
Update the status of a lead
Edit the date you were last in contact with this lead
*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!
Searching for Leads
Our new search feature makes it easier to find who you're looking for. You can search by the following fields:
Lead First or Last Name
Company Name
Email Address
Coming Soon: Project Name
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