Active Leads Screen

Available match types are:

An example of a completed search criterion is shown in the image below:

In the above image, in addition to any of the main search criteria that may have been specified, listed leads must also have a Progress item selected, that contains the text  presented. The   +   button adjacent to Search Criteria 1 has been clicked to present the second criteria fields.

The search criterion text field is not case-sensitive.

Action buttons

The action buttons are shown in the above image.

Find executes the search, and updates the Leads list in the Active Leads section of the screen.

Clear Values resets all the search criteria fields. Prior to the fields being reset, you will be prompted to confirm your action. If confirmed, all of the search criteria will be reset, and the Leads list will refresh.

Leads Map

The Leads Map displays a map with pins indicating the location of each lead according to the displayed the results in the Leads list at the bottom of the screen.

Hovering the mouse over a pin displays the company name for the lead, in a pop-up tooltip.

The map pins display the initials of the allocated Sales Rep.

If a lead record does not specify a geographical location (i.e. partial or no address information), a warning message containing a link to the Lead will be displayed above the map. Clicking the LD number link, in the warning message, will open the lead record in a new tab, enabling the user to update the address information with ease.

Clicking on a map pin, displays a pop-up containing the following information:

• Company Name
• Lead ID
• Lead Value
• Date Created
• Forecast Date
• Status
• Sales Rep

The map includes features such as:

• Pan
• Zoom
• Full Screen
• Satellite view
• Street View by Google Maps

Leads Map is a Google Maps integration, and is an optional feature available upon request. Please contact CommTrak Support Team for information about activating this feature.

Leads Reassignment / Deletion

This section provides features for bulk-reassigning or deleting leads.

The Leads Reassignment section is only visible to CommTrak users with specific permissions. If you require access to the Leads Reassignment section, and are unable to see it, please contact your organisation's CommTrak Administrator.

Lead Reassignment

The process for bulk-reassigning leads is:

1. Select the leads to reassign
2. Select one criterion for reassignment
3. Click the Reassign button adjacent to the selected criterion

The fields available for reassignment are:

• Sales Rep
• Relationship Management fields (if any)

Bulk reassignment cannot be undone! Please refer to the article Bulk Selection of Records prior to using the bulk-reassignment features, to ensure that you have a full understanding of the bulk-selection options prior to clicking a reassignment button.

Lead Deletion

The process for bulk-deleting leads is:

1. Select the leads to delete
2. Click the Delete button adjacent to the Delete Leads fields

Bulk lead deletion cannot be undone! Please refer to the article Bulk Selection of Records prior to using the bulk-reassignment features, to ensure that you have a full understanding of the bulk-selection options prior to clicking the Delete button.

Example Reassignment

In this example, we will reassign selected leads to the specified Sales Rep.

1. In the Active Leads section (the final section in the Leads screen), select one or more leads by ticking the box in the second column. You can select / deselect all leads on the page by ticking / unticking the box in the second column-header. 
2. In the Leads Reassignment section, select the name of the Sales Rep to whom the selected leads are to be reassigned.
3. Click the Reassign button adjacent to the Sales Rep drop-down list.

Active Leads

The  Active Leads section displays a list of leads based on the search criteria specified in the Leads Search section.

The image above shows a limited selection of columns; the columns labels in your CommTrak may differ. It is recommended that you click the red icon (shown towards the top-left of the above image), to familiarise yourself with the available columns, and to customise the columns to your requirements. See Column Sorting and Customisation for more information.

Clicking on a lead row displays the Lead screen.

The number of lead records per page (up to 100) can be selected in the  per page drop-down list, located at the bottom of the Leads page.

If the number of leads in the search results exceeds the number of lead records displayed per page, the next and previous buttons will be displayed at the bottom of the  Leads page, as appropriate.