The Leads Tab gives you detailed information about your leads that also appeared in your Activity Dashboard Tab.
Inside of the Leads Tab at the very top of the page, there is the option to "Search clients by name."
Underneath that, you will see the Lead List. This contains:
- Contact Name
- Description
- Source
- Source URL
- Date
Now that you have upgraded to the Advanced, Professional or Premier Account, if you click on the blue text under Contact Name, this will take you directly to that Clients Record, specifically
their Recent Activity Tab. To learn more about the Client Records click on the following:
Back on the Leads Tab, you are also able to click on the blue text under Description to read the Lead Details.
The Lead Details give you all of the information you will need in order to see where the lead came from but also all of the information you need to get in contact with
the new potential client. You will find the following:
- Source
- Description
- Source URL
- Opportunity Type
- Added Date
- First Name
- Last Name
- Email
- Comments
- Phone
You will notice that you will see 5 items with Utm:
- Utm Source
- Utm Medium
- Utm Content
- Utm Campaign
- Utm Team
Utm values are values for google tracking for ads. These are stored if there are any Utm values on a click that generates a lead.