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

  • Download your leads (CSV file)

  • Access a shortcut to customize your booking process (those buckets at the top!)

  • Access a shortcut to manage your lead settings (so you can do things like create your custom services, lead sources, and more!)


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.


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.


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.


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


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


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


Related Articles:

Customizing your Booking Process

Adding Leads to your Lead Manager

Downloading your Leads

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