Usually, the lead overview or lead listing screen is empty when you freshly install the plugin. After you add a couple of lead information to the system, it will look like the below image.
To view the leads overview, please navigate to the WordPress Admin Dashboard and then
- Click on Propovoice > Lead
- Click on a single row
- Or Click on the action
- Click on the Overview option
From this screen, you can do multiple operations like-
- Create, add or remove tags from different leads.
- Add and edit sources from where it has come like Facebook, Twitter etc.
- Change the level of the lead.
- Add new tasks and activities.
- Add notes and files.
- Move a Lead to Deal and add the necessary information.