Within Teamwork CRM, you can view and update
your leads at any time.
When using board view, your leads
will be displayed as cards across the stages
of your pipeline. Alternatively, you can use
list view.
Each card gives you a quick overview
of the deal itself, including:
- Lead name, value, company, owner, contact,
activity.
The color of the activity icon will
change based on when the activity is
due:
- Red - overdue
- Orange - no activity
- Green - today
- Grey - upcoming
Click the magnifying glass icon to open a quick view of the lead. Alternatively, hover over the lead card and
press v on
your keyboard. The quick view will show the lead's
main details as well as the
next three activities. Using
the edit pencil at the top of
the quick view, you can
quickly update the lead's properties.
Alternatively, click a lead card to
open the full lead details view. The
individual profile for the selected lead
will open.
In
the left-hand pane, you will see a summary
of the lead's details
including:
- Lead name, value, associated pipeline,
associated stage, expected close date,
product.
You can edit any of these properties by using
the edit pencil icon to the right of the lead
name.
Once the lead owner has determined the lead
qualified or lost, they can mark it as such in
this section.
Further details within the left-hand pane
include contact, company, owner, project,
custom, and statistics.
The contact, company, and owner information
for the lead can be updated using the link
symbol. Clicking a contact, company, or
owner name will open the individual's
associated profile.
If you have linked the opportunity to a
project in Teamwork, you will see an
additional Project section in the sidebar
with a direct link to the project.
The Custom section will include any custom fields you have
populated for the lead.
- If no custom fields are filled out for the
lead, this section will not show custom
field information. Click the edit pencil
to access and populate existing custom
fields.
- Note: The edit pencil will
only appear if you already have custom
fields for deals created on your
site.
The Statistics section includes the
deal age and date created, as well as the
person who created the deal.
Lead timeline
To the right of the lead details sidebar, you
will see a timeline of the previous and
scheduled activities, as well as any notes and
files added to the lead.
To the right of each
individual activity, the options button
(three dots) allows you to mark the activity
complete/incomplete, edit, or delete it.
Notes can be pinned, edited, or
deleted. Files can be downloaded or
deleted.
For more information, see: Adding Activity to a
Lead or Opportunity