Use the Lead Manager

The Lead Manager is where daily lead management happens. It combines the Lead Overview Chart, the Lead Manager table, and Lead Details into one workflow that helps you review performance, evaluate lead quality, categorize and qualify leads, and assign value. By following this workflow, you’ll ensure your reporting and optimization are powered by accurate, revenue-driven data.

Step 1: Review General Performance

To review general performance:

1. Open the Lead Manager.
2. Use the date filter to focus on a specific period (e.g., today, last 7 days, this month).
3. Start with the Lead Overview Chart at the top of the page. View leads in time, quotable status, sales/quote value, and trends over time.

Step 2: Evaluate Leads in the Table

Once you have access to the leads you want to evaluate:

1. Use the Lead Manager table to see every lead in detail.
   • Sort, filter, or group columns like Source, Medium, Campaign, and Lead Type.
   • Apply column filters (e.g., filter for Leads with Quotable = “Not Set”, Source = “google”, Medium = “cpc”) to focus on the leads that need attention.
2. Use Quick Reports to instantly analyze specific high-value segments (e.g., see which keywords and landing pages generated the most Sales Value).

Step 3: Categorize and Qualify Leads

Once you have evaluated your leads, it’s time to enrich them:

1. Click “View Lead” to open a single record.
2. In the Lead Details page, review:
   • Customer journey: first click to conversion.
   • Call transcripts, recordings, or form/chat submissions for context.
   • Insights from Lead Analysis (intent, sentiment, detected keywords).
3. Decide if the lead is valid, quotable, and revenue-driving.
4. Use Custom Fields to add context like Service Type, Procedure, Region, or Sales Rep.
5. Update the Quotable field to indicate whether a lead is qualified or not.
6. Add Quote Value and Sales Value to tie the lead directly to revenue.

Step 4: Keep Data Clean and Actionable

The Lead Manager should be part of your daily workflow to:

• Regularly update or qualify leads so your reporting and performance optimization stay accurate and meaningful.
• Report on the data to extract and share insights that support confident decision-making.
• Push enriched data automatically back to ad platforms for smarter budget allocation and spend optimization.

Related Topics

• Access the Lead Manager
• Create a Lead Manager View
• Filter Leads in the Lead Manager
• Sort Leads in the Lead Manager
• Choose Lead Manager Columns